Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,267 | $106,749-64.2% | $145,433-73.7% | $82,448-53.6% |
| Participation rate | 77.2% | 75.6%+1.5pp | 82.1%-4.9pp | 68.1%+9.1pp |
| Annual return | 22.25% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $2,509 | $3,444-27.2% | $4,554-44.9% | $2,551-1.7% |
| Participant deferral / active EE | $4,938 | $6,519-24.2% | $7,897-37.5% | $4,139+19.3% |
| Admin fee / account holder | $133 | $8,390-98.4% | $13,129-99.0% | $7,234-98.2% |