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 | $39,187 | $72,486-45.9% | $87,103-55.0% | $72,976-46.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.48% | 24.46%-2.0pp | 28.19%-5.7pp | 81.02%-58.5pp |
| Employer contribution / active EE | $1,859 | $1,894-1.9% | $2,521-26.3% | $2,440-23.8% |
| Participant deferral / active EE | $2,392 | $3,270-26.8% | $4,049-40.9% | $3,608-33.7% |
| Admin fee / account holder | $134 | $5,055-97.3% | $7,491-98.2% | $5,124-97.4% |