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 | $65,679 | $76,407-14.0% | $150,298-56.3% | $82,448-20.3% |
| Participation rate | 85.2% | 66.4%+18.8pp | 77.8%+7.4pp | 68.1%+17.1pp |
| Annual return | 16.97% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,916 | $2,614+88.0% | $4,154+18.3% | $2,551+92.7% |
| Participant deferral / active EE | $5,617 | $3,214+74.8% | $5,453+3.0% | $4,139+35.7% |
| Admin fee / account holder | $144 | $6,352-97.7% | $14,116-99.0% | $7,234-98.0% |