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 | $63,717 | $105,623-39.7% | $87,502-27.2% | $273,972-76.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.95% | 12.26%-4.3pp | 12.21%-4.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,981 | $3,141+58.6% | $2,550+95.4% | $4,869+2.3% |
| Participant deferral / active EE | $10,500 | $3,601+191.6% | $3,149+233.5% | $5,287+98.6% |
| Admin fee / account holder | $87 | $4,781-98.2% | $4,221-97.9% | $10,133-99.1% |