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 | $41,427 | $107,421-61.4% | $182,262-77.3% | $94,015-55.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 13.19% | 21.32%-8.1pp | 140.60%-127.4pp | 17.84%-4.7pp |
| Employer contribution / active EE | $2,842 | $3,448-17.6% | $5,046-43.7% | $2,790+1.9% |
| Participant deferral / active EE | $4,537 | $6,558-30.8% | $8,276-45.2% | $4,249+6.8% |
| Admin fee / account holder | $277 | $8,692-96.8% | $16,712-98.3% | $8,951-96.9% |