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 | $43,687 | $93,598-53.3% | $135,974-67.9% | $75,173-41.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.78% | 30.89%-3.1pp | 68.30%-40.5pp | 160.72%-132.9pp |
| Employer contribution / active EE | $2,820 | $3,538-20.3% | $4,859-42.0% | $2,671+5.6% |
| Participant deferral / active EE | $6,391 | $6,405-0.2% | $7,760-17.6% | $4,126+54.9% |
| Admin fee / account holder | $213 | $6,978-96.9% | $10,767-98.0% | $5,651-96.2% |