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 | $20,329 | $111,301-81.7% | $112,977-82.0% | $158,982-87.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.6%+4.9pp | 82.0%+5.5pp |
| Annual return | 15.71% | 26.40%-10.7pp | 24.24%-8.5pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,310 | $4,471-70.7% | $4,255-69.2% | $4,763-72.5% |
| Participant deferral / active EE | $2,100 | $5,880-64.3% | $5,836-64.0% | $5,983-64.9% |
| Admin fee / account holder | $81 | $8,392-99.0% | $6,294-98.7% | $11,252-99.3% |