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 | $18,735 | $56,054-66.6% | $171,082-89.0% | $62,881-70.2% |
| Participation rate | 81.5% | 62.9%+18.6pp | 76.7%+4.8pp | 69.3%+12.2pp |
| Annual return | 6.40% | 22.52%-16.1pp | 32.56%-26.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,526 | $1,731-11.9% | $4,002-61.9% | $2,281-33.1% |
| Participant deferral / active EE | $5,436 | $3,158+72.1% | $4,797+13.3% | $3,203+69.7% |
| Admin fee / account holder | $133 | $3,647-96.4% | $8,520-98.4% | $4,296-96.9% |