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 | $24,987 | $75,541-66.9% | $152,093-83.6% | $82,637-69.8% |
| Participation rate | 71.1% | 66.5%+4.5pp | 77.8%-6.7pp | 68.1%+3.0pp |
| Annual return | 13.77% | 32.56%-18.8pp | 66.36%-52.6pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,298 | $2,622-50.5% | $4,175-68.9% | $2,552-49.1% |
| Participant deferral / active EE | $1,441 | $3,206-55.0% | $5,451-73.6% | $4,126-65.1% |
| Admin fee / account holder | $29 | $6,405-99.5% | $14,497-99.8% | $7,339-99.6% |