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 | $20,959 | $86,050-75.6% | $189,758-89.0% | $94,015-77.7% |
| Participation rate | 85.7% | 68.9%+16.8pp | 79.8%+5.9pp | 70.8%+14.9pp |
| Annual return | 11.42% | 17.77%-6.3pp | 52.62%-41.2pp | 17.84%-6.4pp |
| Employer contribution / active EE | $929 | $2,819-67.1% | $4,767-80.5% | $2,790-66.7% |
| Participant deferral / active EE | $2,756 | $3,349-17.7% | $5,856-52.9% | $4,249-35.1% |
| Admin fee / account holder | $166 | $6,627-97.5% | $20,388-99.2% | $8,951-98.1% |