Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,209 | $57,073-69.8% | $85,126-79.8% | $80,925-78.7% |
| Participation rate | 74.3% | 56.4%+17.9pp | 67.5%+6.8pp | 67.7%+6.6pp |
| Annual return | 14.64% | 21.69%-7.1pp | 66.63%-52.0pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,369 | $1,801-24.0% | $2,731-49.9% | $2,756-50.3% |
| Participant deferral / active EE | $1,910 | $3,113-38.6% | $4,523-57.8% | $4,299-55.6% |
| Admin fee / account holder | $163 | $4,988-96.7% | $6,160-97.3% | $6,940-97.6% |