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 | $42,957 | $78,423-45.2% | $95,964-55.2% | $79,856-46.2% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 15.88% | 19.37%-3.5pp | 91.64%-75.8pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,794 | $3,440+10.3% | $4,167-8.9% | $3,741+1.4% |
| Admin fee / account holder | $159 | $5,622-97.2% | $6,797-97.7% | $5,306-97.0% |