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 | $55,834 | $140,578-60.3% | $100,671-44.5% | $125,389-55.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.94% | 24.67%-21.7pp | 20.43%-17.5pp | 282.24%-279.3pp |
| Employer contribution / active EE | $3,329 | $5,965-44.2% | $4,012-17.0% | $4,866-31.6% |
| Participant deferral / active EE | $2,202 | $3,981-44.7% | $3,144-29.9% | $5,352-58.9% |
| Admin fee / account holder | $3 | $6,716-100.0% | $4,850-99.9% | $9,541-100.0% |