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 | $31,626 | $65,367-51.6% | $92,915-66.0% | $72,976-56.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.33% | 42.11%-17.8pp | 109.45%-85.1pp | 81.02%-56.7pp |
| Employer contribution / active EE | $2,889 | $2,594+11.4% | $3,653-20.9% | $2,440+18.4% |
| Participant deferral / active EE | $5,530 | $3,128+76.8% | $4,238+30.5% | $3,608+53.3% |
| Admin fee / account holder | $281 | $4,251-93.4% | $5,796-95.2% | $5,124-94.5% |