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 | $20,776 | $105,929-80.4% | $81,716-74.6% | $158,966-86.9% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.0%+9.8pp | 82.0%-0.1pp |
| Annual return | 16.77% | 38.19%-21.4pp | 29.49%-12.7pp | 302.95%-286.2pp |
| Employer contribution / active EE | $876 | $7,802-88.8% | $4,310-79.7% | $4,762-81.6% |
| Participant deferral / active EE | $2,384 | $13,007-81.7% | $7,108-66.5% | $5,983-60.2% |
| Admin fee / account holder | $70 | $8,492-99.2% | $5,159-98.6% | $11,250-99.4% |