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 | $25,783 | $86,701-70.3% | $73,309-64.8% | $125,389-79.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.88% | 2.78%+0.1pp | 5.67%-2.8pp | 282.24%-279.4pp |
| Employer contribution / active EE | $2,453 | $4,152-40.9% | $3,237-24.2% | $4,866-49.6% |
| Participant deferral / active EE | $4,092 | $5,549-26.3% | $4,991-18.0% | $5,352-23.5% |
| Admin fee / account holder | $151 | $7,768-98.1% | $5,635-97.3% | $9,541-98.4% |