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 | $94,109 | $181,898-48.3% | $156,552-39.9% | $273,970-65.6% |
| Participation rate | 78.3% | 88.4%-10.1pp | 84.0%-5.8pp | 83.0%-4.8pp |
| Annual return | 5.66% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,442 | $6,248-76.9% | $5,501-73.8% | $4,869-70.4% |
| Participant deferral / active EE | $2,408 | $5,550-56.6% | $4,871-50.6% | $5,287-54.4% |
| Admin fee / account holder | $127 | $15,560-99.2% | $13,028-99.0% | $10,132-98.8% |