Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,517 | $55,713-73.9% | $75,894-80.9% | $72,983-80.1% |
| Participation rate | 97.1% | 61.1%+36.0pp | 69.3%+27.9pp | 69.5%+27.7pp |
| Annual return | 22.93% | 27.60%-4.7pp | 30.76%-7.8pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,829 | $1,687+8.4% | $2,501-26.9% | $2,440-25.0% |
| Participant deferral / active EE | $2,854 | $2,634+8.4% | $3,603-20.8% | $3,608-20.9% |
| Admin fee / account holder | $189 | $3,980-95.3% | $5,420-96.5% | $5,124-96.3% |