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 | $50,062 | $102,245-51.0% | $89,340-44.0% | $137,256-63.5% |
| Participation rate | 88.9% | 74.9%+14.0pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 14.16% | 21.89%-7.7pp | 20.57%-6.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $952 | $2,529-62.4% | $2,231-57.3% | $4,156-77.1% |
| Participant deferral / active EE | $5,177 | $4,436+16.7% | $3,823+35.4% | $6,407-19.2% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |