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 | $61,982 | $53,128+16.7% | $86,582-28.4% | $70,126-11.6% |
| Participation rate | 97.5% | 65.3%+32.2pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 17.04% | 27.66%-10.6pp | 965.08%-948.0pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,947 | $2,068-5.8% | $2,839-31.4% | $2,343-16.9% |
| Participant deferral / active EE | $3,026 | $2,695+12.3% | $3,609-16.1% | $3,332-9.2% |
| Admin fee / account holder | $179 | $3,584-95.0% | $4,904-96.4% | $4,645-96.2% |