Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $64,910 | $86,940-25.3% | $102,434-36.6% | $80,935-19.8% |
| Participation rate | 97.4% | 72.4%+25.0pp | 76.5%+20.9pp | 67.7%+29.8pp |
| Annual return | 17.06% | 18.89%-1.8pp | 29.46%-12.4pp | 35.66%-18.6pp |
| Employer contribution / active EE | $3,937 | $2,370+66.1% | $3,023+30.2% | $2,757+42.8% |
| Participant deferral / active EE | $7,602 | $4,121+84.5% | $5,055+50.4% | $4,299+76.8% |
| Admin fee / account holder | $256 | $8,047-96.8% | $9,462-97.3% | $6,924-96.3% |