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 | $45,876 | $96,956-52.7% | $69,779-34.3% | $273,972-83.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 13.20% | 12.93%+0.3pp | 12.99%+0.2pp | 41.46%-28.3pp |
| Employer contribution / active EE | $10,926 | $3,316+229.5% | $2,338+367.2% | $4,869+124.4% |
| Participant deferral / active EE | $9,133 | $3,744+143.9% | $2,931+211.6% | $5,287+72.7% |
| Admin fee / account holder | $34 | $7,934-99.6% | $4,381-99.2% | $10,133-99.7% |