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 | $11,203 | $110,278-89.8% | $95,740-88.3% | $139,466-92.0% |
| Participation rate | 77.8% | 75.7%+2.0pp | 72.3%+5.5pp | 80.3%-2.6pp |
| Annual return | 17.81% | 27.19%-9.4pp | 28.41%-10.6pp | 373.66%-355.9pp |
| Employer contribution / active EE | $2,933 | $3,260-10.0% | $2,836+3.4% | $4,754-38.3% |
| Participant deferral / active EE | $4,694 | $4,674+0.4% | $4,244+10.6% | $6,712-30.1% |
| Admin fee / account holder | $235 | $6,613-96.5% | $5,676-95.9% | $11,409-97.9% |