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 | $40,964 | $127,386-67.8% | $115,037-64.4% | $125,388-67.3% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | 19.71% | 31.28%-11.6pp | 26.14%-6.4pp | 282.24%-262.5pp |
| Employer contribution / active EE | $1,843 | $5,166-64.3% | $4,608-60.0% | $4,866-62.1% |
| Participant deferral / active EE | $3,727 | $6,423-42.0% | $6,026-38.2% | $5,352-30.4% |
| Admin fee / account holder | $48 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |