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 | $75,570 | $126,661-40.3% | $113,397-33.4% | $138,895-45.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 17.28% | 25.05%-7.8pp | 23.20%-5.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,088 | $3,456-68.5% | $2,977-63.5% | $4,194-74.1% |
| Participant deferral / active EE | $2,530 | $5,693-55.6% | $5,076-50.2% | $6,396-60.4% |
| Admin fee / account holder | $24 | $14,549-99.8% | $11,957-99.8% | $12,562-99.8% |