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 | $43,838 | $99,345-55.9% | $84,753-48.3% | $273,972-84.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.57% | 22.93%-9.4pp | 22.78%-9.2pp | 41.46%-27.9pp |
| Employer contribution / active EE | $2,518 | $4,214-40.2% | $3,574-29.5% | $4,869-48.3% |
| Participant deferral / active EE | $3,747 | $4,270-12.2% | $3,712+0.9% | $5,287-29.1% |
| Admin fee / account holder | $95 | $6,645-98.6% | $5,333-98.2% | $10,133-99.1% |