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 | $49,634 | $88,707-44.0% | $74,184-33.1% | $273,972-81.9% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 6.70% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,118 | $3,159-64.6% | $2,370-52.8% | $4,869-77.0% |
| Participant deferral / active EE | $3,356 | $4,212-20.3% | $3,550-5.5% | $5,287-36.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |