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 | $63,645 | $135,956-53.2% | $123,894-48.6% | $273,972-76.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 9.87% | 56.63%-46.8pp | 47.52%-37.6pp | 41.46%-31.6pp |
| Employer contribution / active EE | $2,395 | $5,170-53.7% | $4,617-48.1% | $4,869-50.8% |
| Participant deferral / active EE | $7,453 | $6,343+17.5% | $5,984+24.5% | $5,287+41.0% |
| Admin fee / account holder | $20 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |