Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,656 | $139,948-58.8% | $121,663-52.6% | $154,746-62.7% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.5%-3.1pp | 80.7%-9.3pp |
| Annual return | 18.93% | 230.52%-211.6pp | 147.54%-128.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,264 | $3,521-64.1% | $3,020-58.2% | $4,379-71.1% |
| Participant deferral / active EE | $5,283 | $5,629-6.1% | $4,887+8.1% | $6,730-21.5% |
| Admin fee / account holder | $217 | $17,321-98.7% | $14,289-98.5% | $14,365-98.5% |