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 | $33,545 | $115,810-71.0% | $101,271-66.9% | $158,966-78.9% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 27.56% | 56.15%-28.6pp | 46.48%-18.9pp | 302.95%-275.4pp |
| Employer contribution / active EE | $1,950 | $4,175-53.3% | $3,660-46.7% | $4,762-59.1% |
| Participant deferral / active EE | $4,470 | $4,958-9.9% | $4,371+2.3% | $5,983-25.3% |
| Admin fee / account holder | $41 | $7,248-99.4% | $5,948-99.3% | $11,250-99.6% |