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 | $36,378 | $75,183-51.6% | $123,894-70.6% | $55,167-34.1% |
| Participation rate | 77.6% | 72.8%+4.7pp | 81.4%-3.8pp | 69.0%+8.6pp |
| Annual return | 11.96% | 19.01%-7.0pp | 47.52%-35.6pp | 169.23%-157.3pp |
| Employer contribution / active EE | $1,860 | $2,823-34.1% | $4,617-59.7% | $1,963-5.2% |
| Participant deferral / active EE | $4,553 | $5,084-10.5% | $5,984-23.9% | $3,054+49.1% |
| Admin fee / account holder | $26 | $663-96.0% | $8,357-99.7% | $504-94.8% |