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 | $46,579 | $77,638-40.0% | $156,551-70.2% | $62,881-25.9% |
| Participation rate | 96.7% | 71.2%+25.5pp | 84.0%+12.7pp | 69.3%+27.4pp |
| Annual return | 9.42% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $4,855 | $3,444+41.0% | $5,501-11.7% | $2,281+112.9% |
| Participant deferral / active EE | $2,927 | $3,046-3.9% | $4,871-39.9% | $3,203-8.6% |
| Admin fee / account holder | $285 | $5,561-94.9% | $13,028-97.8% | $4,296-93.4% |