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 | $29,338 | $96,956-69.7% | $69,779-58.0% | $273,972-89.3% |
| Participation rate | 88.9% | 77.1%+11.8pp | 71.8%+17.1pp | 83.0%+5.9pp |
| Annual return | 10.79% | 12.93%-2.1pp | 12.99%-2.2pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,411 | $3,316-27.3% | $2,338+3.1% | $4,869-50.5% |
| Participant deferral / active EE | $4,368 | $3,744+16.7% | $2,931+49.0% | $5,287-17.4% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |