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 | $19,796 | $56,894-65.2% | $84,753-76.6% | $62,881-68.5% |
| Participation rate | 97.4% | 68.5%+28.8pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | 11.25% | 6.30%+4.9pp | 22.78%-11.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $6,989 | $2,400+191.2% | $3,574+95.5% | $2,281+206.4% |
| Participant deferral / active EE | $3,122 | $2,709+15.3% | $3,712-15.9% | $3,203-2.5% |
| Admin fee / account holder | $169 | $3,581-95.3% | $5,333-96.8% | $4,296-96.1% |