Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,941 | $124,425-84.0% | $112,040-82.2% | $137,256-85.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.61% | 24.72%-2.1pp | 24.52%-1.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,549 | $3,411-54.6% | $2,954-47.6% | $4,156-62.7% |
| Participant deferral / active EE | $3,737 | $5,718-34.6% | $5,098-26.7% | $6,407-41.7% |
| Admin fee / account holder | $59 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |