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 | $68,538 | $100,194-31.6% | $122,979-44.3% | $86,983-21.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 16.54% | 16.47%+0.1pp | 20.12%-3.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $1,254 | $2,326-46.1% | $3,062-59.0% | $2,584-51.5% |
| Participant deferral / active EE | $2,577 | $4,133-37.6% | $5,003-48.5% | $4,194-38.5% |
| Admin fee / account holder | $0 | $10,148-100.0% | $12,864-100.0% | $7,856-100.0% |