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 | $59,810 | $81,504-26.6% | $102,437-41.6% | $80,959-26.1% |
| Participation rate | 90.0% | 66.9%+23.1pp | 74.5%+15.5pp | 67.7%+22.3pp |
| Annual return | 10.59% | 25.60%-15.0pp | 24.95%-14.4pp | 35.67%-25.1pp |
| Employer contribution / active EE | $3,217 | $3,104+3.7% | $3,871-16.9% | $2,757+16.7% |
| Participant deferral / active EE | $6,381 | $3,871+64.8% | $5,060+26.1% | $4,300+48.4% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |