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 | $26,568 | $53,128-50.0% | $86,582-69.3% | $70,126-62.1% |
| Participation rate | 98.1% | 65.3%+32.8pp | 73.5%+24.5pp | 69.5%+28.5pp |
| Annual return | 15.64% | 27.66%-12.0pp | 965.08%-949.4pp | 73.15%-57.5pp |
| Employer contribution / active EE | $853 | $2,068-58.7% | $2,839-69.9% | $2,343-63.6% |
| Participant deferral / active EE | $2,268 | $2,695-15.9% | $3,609-37.2% | $3,332-31.9% |
| Admin fee / account holder | $183 | $3,584-94.9% | $4,904-96.3% | $4,645-96.1% |