Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $59,819 | $72,607-17.6% | $90,259-33.7% | $87,485-31.6% |
| Participation rate | 92.6% | 64.8%+27.8pp | 70.7%+21.8pp | 68.9%+23.7pp |
| Annual return | 26.26% | 18.59%+7.7pp | 18.88%+7.4pp | 26.06%+0.2pp |
| Employer contribution / active EE | $3,041 | $1,919+58.4% | $2,291+32.7% | $2,596+17.1% |
| Participant deferral / active EE | $5,663 | $3,055+85.4% | $3,827+48.0% | $4,274+32.5% |
| Admin fee / account holder | $199 | $5,947-96.7% | $7,267-97.3% | $7,775-97.4% |