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 | $63,919 | $93,617-31.7% | $135,982-53.0% | $75,177-15.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.76% | 30.89%-11.1pp | 68.32%-48.6pp | 160.75%-141.0pp |
| Employer contribution / active EE | $2,968 | $3,538-16.1% | $4,859-38.9% | $2,671+11.1% |
| Participant deferral / active EE | $6,536 | $6,406+2.0% | $7,760-15.8% | $4,126+58.4% |
| Admin fee / account holder | $289 | $6,980-95.9% | $10,767-97.3% | $5,651-94.9% |