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 | $43,321 | $110,307-60.7% | $96,576-55.1% | $139,456-68.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 19.01% | 26.40%-7.4pp | 25.87%-6.9pp | 373.45%-354.4pp |
| Employer contribution / active EE | $1,467 | $3,619-59.5% | $2,965-50.5% | $4,753-69.1% |
| Participant deferral / active EE | $2,432 | $5,547-56.2% | $4,851-49.9% | $6,711-63.8% |
| Admin fee / account holder | $56 | $11,597-99.5% | $8,253-99.3% | $11,407-99.5% |