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 | $36,064 | $110,379-67.3% | $102,412-64.8% | $145,884-75.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 15.55% | 24.84%-9.3pp | 24.94%-9.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $2,063 | $4,216-51.1% | $3,870-46.7% | $4,662-55.8% |
| Participant deferral / active EE | $3,552 | $5,622-36.8% | $5,060-29.8% | $6,690-46.9% |
| Admin fee / account holder | $286 | $9,745-97.1% | $8,388-96.6% | $13,392-97.9% |