Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,373 | $25,014-86.5% | $69,632-95.2% | $80,959-95.8% |
| Participation rate | 97.3% | 64.2%+33.1pp | 66.4%+30.9pp | 67.7%+29.6pp |
| Annual return | 14.29% | 19.08%-4.8pp | 101.32%-87.0pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,414 | $991+42.7% | $1,708-17.2% | $2,757-48.7% |
| Participant deferral / active EE | $2,146 | $1,840+16.6% | $2,889-25.7% | $4,300-50.1% |
| Admin fee / account holder | $210 | $2,491-91.6% | $4,695-95.5% | $6,925-97.0% |