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 | $85,435 | $176,786-51.7% | $146,643-41.7% | $167,536-49.0% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 9.94% | 24.04%-14.1pp | 22.75%-12.8pp | 478.82%-468.9pp |
| Employer contribution / active EE | $2,254 | $5,161-56.3% | $4,137-45.5% | $4,839-53.4% |
| Participant deferral / active EE | $5,443 | $6,440-15.5% | $5,506-1.1% | $6,342-14.2% |
| Admin fee / account holder | $133 | $13,262-99.0% | $10,280-98.7% | $12,315-98.9% |