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 | $45,178 | $105,623-57.2% | $87,502-48.4% | $273,972-83.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 9.90% | 12.26%-2.4pp | 12.21%-2.3pp | 41.46%-31.6pp |
| Employer contribution / active EE | $3,175 | $3,141+1.1% | $2,550+24.5% | $4,869-34.8% |
| Participant deferral / active EE | $7,584 | $3,601+110.6% | $3,149+140.9% | $5,287+43.4% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |