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 | $19,951 | $53,774-62.9% | $134,162-85.1% | $79,856-75.0% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 18.00% | 19.01%-1.0pp | 36.35%-18.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,528 | $1,322+15.6% | $3,705-58.8% | $2,471-38.2% |
| Participant deferral / active EE | $1,853 | $2,420-23.4% | $3,500-47.0% | $3,741-50.5% |
| Admin fee / account holder | $74 | $3,985-98.2% | $6,685-98.9% | $5,306-98.6% |