Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,153 | $182,442-76.9% | $163,379-74.2% | $138,895-69.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 18.87% | 72.74%-53.9pp | 63.41%-44.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,180 | $4,159-71.6% | $3,752-68.6% | $4,194-71.9% |
| Participant deferral / active EE | $3,292 | $6,817-51.7% | $6,282-47.6% | $6,396-48.5% |
| Admin fee / account holder | $170 | $10,396-98.4% | $9,818-98.3% | $12,562-98.7% |