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 | $41,664 | $76,551-45.6% | $123,894-66.4% | $62,881-33.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.52% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,919 | $2,882-33.4% | $4,617-58.4% | $2,281-15.8% |
| Participant deferral / active EE | $4,487 | $4,840-7.3% | $5,984-25.0% | $3,203+40.1% |
| Admin fee / account holder | $130 | $4,826-97.3% | $8,357-98.4% | $4,296-97.0% |