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 | $53,118 | $158,852-66.6% | $121,220-56.2% | $135,379-60.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.8%+8.2pp | 82.6%-2.6pp |
| Annual return | 7.59% | -0.64%+8.2pp | 16.94%-9.3pp | 519.79%-512.2pp |
| Employer contribution / active EE | $1,639 | $5,666-71.1% | $4,023-59.3% | $4,779-65.7% |
| Participant deferral / active EE | $4,120 | $4,006+2.8% | $3,345+23.2% | $5,609-26.6% |
| Admin fee / account holder | $64 | $6,515-99.0% | $5,021-98.7% | $10,828-99.4% |