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 | $27,724 | $57,119-51.5% | $85,187-67.5% | $80,935-65.7% |
| Participation rate | 79.3% | 56.4%+22.9pp | 67.5%+11.8pp | 67.7%+11.6pp |
| Annual return | 16.71% | 21.70%-5.0pp | 66.67%-50.0pp | 35.66%-19.0pp |
| Employer contribution / active EE | $1,093 | $1,802-39.3% | $2,732-60.0% | $2,757-60.3% |
| Participant deferral / active EE | $4,011 | $3,115+28.8% | $4,525-11.3% | $4,299-6.7% |
| Admin fee / account holder | $131 | $4,990-97.4% | $6,162-97.9% | $6,924-98.1% |