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 | $32,272 | $57,590-44.0% | $86,233-62.6% | $82,448-60.9% |
| Participation rate | 89.5% | 57.9%+31.6pp | 69.0%+20.5pp | 68.1%+21.4pp |
| Annual return | 22.25% | 22.41%-0.2pp | 61.39%-39.1pp | 41.64%-19.4pp |
| Employer contribution / active EE | $2,223 | $1,655+34.3% | $2,504-11.2% | $2,551-12.8% |
| Participant deferral / active EE | $4,386 | $3,080+42.4% | $4,559-3.8% | $4,139+6.0% |
| Admin fee / account holder | $234 | $4,730-95.0% | $8,342-97.2% | $7,234-96.8% |