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 | $29,526 | $93,064-68.3% | $74,577-60.4% | $273,970-89.2% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 6.23% | 26.18%-20.0pp | 20.47%-14.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $860 | $3,160-72.8% | $2,525-66.0% | $4,869-82.3% |
| Participant deferral / active EE | $3,438 | $4,160-17.4% | $3,458-0.6% | $5,287-35.0% |
| Admin fee / account holder | $209 | $5,273-96.0% | $4,138-95.0% | $10,132-97.9% |