Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,911 | $135,956-64.8% | $123,894-61.3% | $273,972-82.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.35% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $5,701 | $5,170+10.3% | $4,617+23.5% | $4,869+17.1% |
| Participant deferral / active EE | $2,433 | $6,343-61.6% | $5,984-59.3% | $5,287-54.0% |
| Admin fee / account holder | $20 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |