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 | $20,985 | $87,544-76.0% | $75,784-72.3% | $125,388-83.3% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | 16.59% | 13.49%+3.1pp | 9.68%+6.9pp | 282.24%-265.6pp |
| Employer contribution / active EE | $3,278 | $3,930-16.6% | $3,323-1.4% | $4,866-32.6% |
| Participant deferral / active EE | $4,500 | $4,229+6.4% | $3,652+23.2% | $5,352-15.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |