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 | $46,586 | $90,486-48.5% | $78,676-40.8% | $273,972-83.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 10.74% | 75.62%-64.9pp | 62.19%-51.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,371 | $3,175-25.3% | $2,850-16.8% | $4,869-51.3% |
| Participant deferral / active EE | $6,107 | $3,901+56.5% | $3,517+73.7% | $5,287+15.5% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,133-99.8% |