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 | $83,693 | $71,353+17.3% | $92,805-9.8% | $86,983-3.8% |
| Participation rate | 75.0% | 80.9%-5.9pp | 83.5%-8.5pp | 69.5%+5.5pp |
| Annual return | 17.57% | 44.68%-27.1pp | 31.59%-14.0pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,066 | $2,468-56.8% | $3,424-68.9% | $2,584-58.7% |
| Participant deferral / active EE | $10,601 | $6,966+52.2% | $8,448+25.5% | $4,194+152.8% |
| Admin fee / account holder | $86 | $6,099-98.6% | $10,911-99.2% | $7,856-98.9% |