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 | $35,372 | $101,763-65.2% | $164,866-78.5% | $80,874-56.3% |
| Participation rate | 82.9% | 71.8%+11.0pp | 78.6%+4.3pp | 67.6%+15.2pp |
| Annual return | 22.29% | 16.73%+5.6pp | 69.97%-47.7pp | 35.62%-13.3pp |
| Employer contribution / active EE | $2,463 | $2,954-16.6% | $4,343-43.3% | $2,756-10.6% |
| Participant deferral / active EE | $4,102 | $4,477-8.4% | $6,033-32.0% | $4,297-4.5% |
| Admin fee / account holder | $165 | $8,228-98.0% | $12,689-98.7% | $6,935-97.6% |