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 | $84,487 | $136,860-38.3% | $120,344-29.8% | $154,746-45.4% |
| Participation rate | 95.2% | 79.9%+15.4pp | 76.7%+18.5pp | 80.7%+14.5pp |
| Annual return | 15.23% | 21.38%-6.1pp | 20.30%-5.1pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,834 | $3,533-19.8% | $3,020-6.1% | $4,379-35.3% |
| Participant deferral / active EE | $2,806 | $5,793-51.6% | $5,135-45.3% | $6,730-58.3% |
| Admin fee / account holder | $218 | $15,393-98.6% | $12,742-98.3% | $14,365-98.5% |