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 | $32,729 | $93,346-64.9% | $71,796-54.4% | $273,972-88.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 11.07% | 130.39%-119.3pp | 78.04%-67.0pp | 41.46%-30.4pp |
| Employer contribution / active EE | $4,663 | $2,733+70.6% | $1,924+142.3% | $4,869-4.2% |
| Participant deferral / active EE | $12,354 | $3,475+255.5% | $2,794+342.1% | $5,287+133.7% |
| Admin fee / account holder | $246 | $6,571-96.3% | $4,815-94.9% | $10,133-97.6% |