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 | $29,914 | $78,428-61.9% | $95,960-68.8% | $79,852-62.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.66% | 19.37%-4.7pp | 91.63%-77.0pp | 31.72%-17.1pp |
| Employer contribution / active EE | $2,194 | $1,945+12.8% | $2,541-13.7% | $2,471-11.2% |
| Participant deferral / active EE | $1,675 | $3,440-51.3% | $4,167-59.8% | $3,740-55.2% |
| Admin fee / account holder | $201 | $5,622-96.4% | $6,797-97.0% | $5,306-96.2% |