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 | $38,219 | $81,358-53.0% | $155,556-75.4% | $80,959-52.8% |
| Participation rate | 81.1% | 66.3%+14.8pp | 78.2%+2.9pp | 67.7%+13.4pp |
| Annual return | 14.06% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,368 | $3,106-55.9% | $4,675-70.7% | $2,757-50.4% |
| Participant deferral / active EE | $3,338 | $3,455-3.4% | $5,631-40.7% | $4,300-22.4% |
| Admin fee / account holder | $9 | $7,994-99.9% | $15,885-99.9% | $6,925-99.9% |