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 | $98,819 | $81,331+21.5% | $155,534-36.5% | $80,935+22.1% |
| Participation rate | 82.1% | 66.3%+15.8pp | 78.2%+3.8pp | 67.7%+14.4pp |
| Annual return | 16.93% | 33.37%-16.4pp | 64.92%-48.0pp | 35.66%-18.7pp |
| Employer contribution / active EE | $1,813 | $3,105-41.6% | $4,675-61.2% | $2,757-34.2% |
| Participant deferral / active EE | $3,945 | $3,454+14.2% | $5,630-29.9% | $4,299-8.2% |
| Admin fee / account holder | $87 | $7,999-98.9% | $15,900-99.5% | $6,924-98.7% |