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 | $59,315 | $32,037+85.1% | $69,182-14.3% | $62,881-5.7% |
| Participation rate | 77.1% | 43.4%+33.7pp | 55.1%+22.0pp | 69.3%+7.8pp |
| Annual return | 8.55% | 15.16%-6.6pp | -21.93%+30.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,012 | $679+49.0% | $1,206-16.1% | $2,281-55.6% |
| Participant deferral / active EE | $2,550 | $1,185+115.2% | $1,897+34.4% | $3,203-20.4% |
| Admin fee / account holder | $239 | $2,608-90.8% | $2,697-91.1% | $4,296-94.4% |