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 | $34,520 | $126,661-72.7% | $113,397-69.6% | $138,895-75.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 20.53% | 25.05%-4.5pp | 23.20%-2.7pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,651 | $3,456-52.2% | $2,977-44.6% | $4,194-60.6% |
| Participant deferral / active EE | $2,781 | $5,693-51.2% | $5,076-45.2% | $6,396-56.5% |
| Admin fee / account holder | $26 | $14,549-99.8% | $11,957-99.8% | $12,562-99.8% |