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 | $33,140 | $106,524-68.9% | $152,301-78.2% | $87,485-62.1% |
| Participation rate | 92.1% | 75.8%+16.4pp | 82.4%+9.7pp | 68.9%+23.2pp |
| Annual return | 22.45% | 26.89%-4.4pp | 80.50%-58.1pp | 26.06%-3.6pp |
| Employer contribution / active EE | $782 | $3,371-76.8% | $4,624-83.1% | $2,596-69.9% |
| Participant deferral / active EE | $7,573 | $6,525+16.1% | $8,004-5.4% | $4,274+77.2% |
| Admin fee / account holder | $50 | $8,287-99.4% | $14,398-99.7% | $7,775-99.4% |