Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,767 | $106,864-70.3% | $147,318-78.4% | $82,637-61.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.17% | 27.49%-6.3pp | 70.43%-49.3pp | 53.51%-32.3pp |
| Employer contribution / active EE | $1,688 | $3,417-50.6% | $4,593-63.3% | $2,552-33.9% |
| Participant deferral / active EE | $5,306 | $6,496-18.3% | $7,906-32.9% | $4,126+28.6% |
| Admin fee / account holder | $249 | $8,415-97.0% | $13,708-98.2% | $7,339-96.6% |