Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,466 | $114,119-61.0% | $107,187-58.5% | $138,895-68.0% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 79.9%-9.9pp |
| Annual return | 16.27% | 273.21%-256.9pp | 204.55%-188.3pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,400 | $4,059-65.5% | $3,782-63.0% | $4,194-66.6% |
| Participant deferral / active EE | $4,090 | $5,538-26.1% | $5,096-19.7% | $6,396-36.1% |
| Admin fee / account holder | $293 | $10,024-97.1% | $9,162-96.8% | $12,562-97.7% |