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 | $40,715 | $77,896-47.7% | $134,172-69.7% | $82,448-50.6% |
| Participation rate | 96.6% | 62.8%+33.8pp | 72.5%+24.1pp | 68.1%+28.5pp |
| Annual return | 24.95% | 18.21%+6.7pp | 25.30%-0.4pp | 41.64%-16.7pp |
| Employer contribution / active EE | $3,436 | $2,159+59.1% | $3,420+0.5% | $2,551+34.7% |
| Participant deferral / active EE | $8,583 | $3,162+171.4% | $4,690+83.0% | $4,139+107.3% |
| Admin fee / account holder | $98 | $6,336-98.5% | $12,016-99.2% | $7,234-98.7% |