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 | $40,247 | $65,712-38.8% | $57,196-29.6% | $273,972-85.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.64% | 22.01%-20.4pp | 14.59%-13.0pp | 41.46%-39.8pp |
| Employer contribution / active EE | $3,373 | $3,280+2.8% | $2,683+25.7% | $4,869-30.7% |
| Participant deferral / active EE | $4,164 | $3,782+10.1% | $3,096+34.5% | $5,287-21.2% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |