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 | $77,591 | $136,860-43.3% | $120,344-35.5% | $154,746-49.9% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 15.87% | 21.38%-5.5pp | 20.30%-4.4pp | 172.34%-156.5pp |
| Employer contribution / active EE | $995 | $3,533-71.8% | $3,020-67.0% | $4,379-77.3% |
| Participant deferral / active EE | $7,297 | $5,793+26.0% | $5,135+42.1% | $6,730+8.4% |
| Admin fee / account holder | $108 | $15,393-99.3% | $12,742-99.2% | $14,365-99.2% |