Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $57,528 | $118,467-51.4% | $98,450-41.6% | $139,456-58.7% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 17.82% | 18.95%-1.1pp | 21.16%-3.3pp | 373.45%-355.6pp |
| Employer contribution / active EE | $2,573 | $3,611-28.8% | $3,049-15.6% | $4,753-45.9% |
| Participant deferral / active EE | $5,627 | $5,393+4.3% | $4,739+18.7% | $6,711-16.2% |
| Admin fee / account holder | $227 | $14,057-98.4% | $8,961-97.5% | $11,407-98.0% |