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 | $31,076 | $76,551-59.4% | $123,894-74.9% | $62,881-50.6% |
| Participation rate | 73.1% | 73.0%+0.1pp | 81.4%-8.3pp | 69.3%+3.8pp |
| Annual return | 8.66% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $3,173 | $2,882+10.1% | $4,617-31.3% | $2,281+39.1% |
| Participant deferral / active EE | $4,802 | $4,840-0.8% | $5,984-19.8% | $3,203+49.9% |
| Admin fee / account holder | $286 | $4,826-94.1% | $8,357-96.6% | $4,296-93.3% |