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 | $41,778 | $87,546-52.3% | $75,784-44.9% | $125,389-66.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 13.01% | 13.49%-0.5pp | 9.68%+3.3pp | 282.24%-269.2pp |
| Employer contribution / active EE | $9,383 | $3,930+138.7% | $3,323+182.3% | $4,866+92.8% |
| Participant deferral / active EE | $6,700 | $4,230+58.4% | $3,652+83.5% | $5,352+25.2% |
| Admin fee / account holder | $175 | $6,503-97.3% | $5,300-96.7% | $9,541-98.2% |