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 | $57,987 | $106,524-45.6% | $152,301-61.9% | $87,485-33.7% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.4%-4.9pp | 68.9%+8.6pp |
| Annual return | 21.59% | 26.89%-5.3pp | 80.50%-58.9pp | 26.06%-4.5pp |
| Employer contribution / active EE | $3,231 | $3,371-4.1% | $4,624-30.1% | $2,596+24.5% |
| Participant deferral / active EE | $5,744 | $6,525-12.0% | $8,004-28.2% | $4,274+34.4% |
| Admin fee / account holder | $253 | $8,287-96.9% | $14,398-98.2% | $7,775-96.7% |