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 | $35,929 | $60,349-40.5% | $74,184-51.6% | $62,881-42.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 34.46% | 21.38%+13.1pp | 17.74%+16.7pp | 20.14%+14.3pp |
| Employer contribution / active EE | $5,282 | $1,680+214.3% | $2,370+122.9% | $2,281+131.6% |
| Participant deferral / active EE | $7,954 | $2,856+178.5% | $3,550+124.1% | $3,203+148.3% |
| Admin fee / account holder | $97 | $4,261-97.7% | $5,586-98.3% | $4,296-97.7% |