Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,687 | $93,617-62.9% | $135,982-74.5% | $75,177-53.9% |
| Participation rate | 71.9% | 75.2%-3.3pp | 81.9%-10.0pp | 67.2%+4.7pp |
| Annual return | 20.30% | 30.89%-10.6pp | 68.32%-48.0pp | 160.75%-140.5pp |
| Employer contribution / active EE | $2,349 | $3,538-33.6% | $4,859-51.7% | $2,671-12.1% |
| Participant deferral / active EE | $5,245 | $6,406-18.1% | $7,760-32.4% | $4,126+27.1% |
| Admin fee / account holder | $90 | $6,980-98.7% | $10,767-99.2% | $5,651-98.4% |