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 | $36,248 | $135,956-73.3% | $123,894-70.7% | $273,972-86.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.76% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,867 | $5,170-25.2% | $4,617-16.2% | $4,869-20.6% |
| Participant deferral / active EE | $9,066 | $6,343+42.9% | $5,984+51.5% | $5,287+71.5% |
| Admin fee / account holder | $247 | $9,817-97.5% | $8,357-97.0% | $10,133-97.6% |