Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,396 | $64,920-67.0% | $103,693-79.4% | $86,983-75.4% |
| Participation rate | 88.9% | 63.6%+25.3pp | 72.6%+16.2pp | 69.5%+19.3pp |
| Annual return | 13.81% | 30.29%-16.5pp | 47.61%-33.8pp | 25.83%-12.0pp |
| Employer contribution / active EE | $1,661 | $2,141-22.4% | $2,920-43.1% | $2,584-35.7% |
| Participant deferral / active EE | $941 | $3,241-71.0% | $4,579-79.5% | $4,194-77.6% |
| Admin fee / account holder | $287 | $6,191-95.4% | $7,858-96.3% | $7,856-96.3% |