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 | $28,265 | $127,096-77.8% | $105,736-73.3% | $135,380-79.1% |
| Participation rate | 78.6% | 82.7%-4.1pp | 76.3%+2.2pp | 82.6%-4.1pp |
| Annual return | 13.10% | 4.49%+8.6pp | 6.27%+6.8pp | 519.81%-506.7pp |
| Employer contribution / active EE | $2,214 | $4,107-46.1% | $3,268-32.3% | $4,779-53.7% |
| Participant deferral / active EE | $6,104 | $5,064+20.5% | $4,080+49.6% | $5,609+8.8% |
| Admin fee / account holder | $216 | $9,087-97.6% | $6,913-96.9% | $10,828-98.0% |