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 | $40,101 | $135,956-70.5% | $123,894-67.6% | $273,972-85.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 9.17% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,459 | $5,170-52.4% | $4,617-46.7% | $4,869-49.5% |
| Participant deferral / active EE | $5,413 | $6,343-14.7% | $5,984-9.5% | $5,287+2.4% |
| Admin fee / account holder | $44 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |