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 | $57,848 | $99,345-41.8% | $84,753-31.7% | $273,972-78.9% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 9.59% | 22.93%-13.3pp | 22.78%-13.2pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,168 | $4,214-48.5% | $3,574-39.3% | $4,869-55.5% |
| Participant deferral / active EE | $3,623 | $4,270-15.2% | $3,712-2.4% | $5,287-31.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |