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 | $50,178 | $135,956-63.1% | $123,894-59.5% | $273,972-81.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.50% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,307 | $5,170-36.0% | $4,617-28.4% | $4,869-32.1% |
| Participant deferral / active EE | $3,968 | $6,343-37.4% | $5,984-33.7% | $5,287-25.0% |
| Admin fee / account holder | $261 | $9,817-97.3% | $8,357-96.9% | $10,133-97.4% |