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 | $46,432 | $76,551-39.3% | $123,894-62.5% | $62,881-26.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.10% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $5,193 | $2,882+80.2% | $4,617+12.5% | $2,281+127.7% |
| Participant deferral / active EE | $4,659 | $4,840-3.7% | $5,984-22.1% | $3,203+45.5% |
| Admin fee / account holder | $103 | $4,826-97.9% | $8,357-98.8% | $4,296-97.6% |