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 | $42,345 | $181,896-76.7% | $156,551-73.0% | $273,972-84.5% |
| Participation rate | 82.4% | 88.4%-6.0pp | 84.0%-1.7pp | 83.0%-0.7pp |
| Annual return | 7.44% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,489 | $6,248-60.2% | $5,501-54.7% | $4,869-48.9% |
| Participant deferral / active EE | $2,199 | $5,550-60.4% | $4,871-54.9% | $5,287-58.4% |
| Admin fee / account holder | $16 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |