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 | $173,676 | $96,558+79.9% | $80,977+114.5% | $273,972-36.6% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 5.84% | 15.14%-9.3pp | 17.11%-11.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,018 | $4,869-79.1% | $3,715-72.6% | $4,869-79.1% |
| Participant deferral / active EE | $13,411 | $6,598+103.3% | $5,696+135.4% | $5,287+153.7% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |