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 | $33,995 | $76,551-55.6% | $123,894-72.6% | $62,881-45.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.38% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $7,237 | $2,882+151.1% | $4,617+56.8% | $2,281+217.3% |
| Participant deferral / active EE | $5,215 | $4,840+7.8% | $5,984-12.9% | $3,203+62.8% |
| Admin fee / account holder | $198 | $4,826-95.9% | $8,357-97.6% | $4,296-95.4% |