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 | $49,462 | $79,955-38.1% | $98,461-49.8% | $75,173-34.2% |
| Participation rate | 97.3% | 70.4%+26.9pp | 75.2%+22.1pp | 67.2%+30.1pp |
| Annual return | 14.42% | 19.75%-5.3pp | 21.17%-6.7pp | 160.72%-146.3pp |
| Employer contribution / active EE | $5,518 | $2,264+143.7% | $3,049+81.0% | $2,671+106.6% |
| Participant deferral / active EE | $5,265 | $3,752+40.3% | $4,738+11.1% | $4,126+27.6% |
| Admin fee / account holder | $206 | $6,841-97.0% | $8,961-97.7% | $5,651-96.4% |