Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,699 | $67,894-71.0% | $89,340-78.0% | $82,448-76.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 23.53% | 19.21%+4.3pp | 20.57%+3.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $2,203 | $1,828+20.5% | $2,231-1.3% | $2,551-13.6% |
| Participant deferral / active EE | $5,223 | $3,072+70.0% | $3,823+36.6% | $4,139+26.2% |
| Admin fee / account holder | $34 | $5,723-99.4% | $6,704-99.5% | $7,234-99.5% |