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 | $67,224 | $78,197-14.0% | $98,090-31.5% | $82,637-18.7% |
| Participation rate | 84.6% | 77.5%+7.1pp | 81.5%+3.1pp | 68.1%+16.6pp |
| Annual return | 19.65% | 40.25%-20.6pp | 37.05%-17.4pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,520 | $6,636-16.8% | $7,845-29.6% | $4,126+33.8% |
| Admin fee / account holder | $7 | $14,832-99.9% | $11,815-99.9% | $7,339-99.9% |