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 | $60,465 | $199,109-69.6% | $173,730-65.2% | $154,746-60.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.44% | 20.02%-1.6pp | 19.96%-1.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,281 | $5,311-75.9% | $4,577-72.0% | $4,379-70.7% |
| Participant deferral / active EE | $5,356 | $7,113-24.7% | $6,326-15.3% | $6,730-20.4% |
| Admin fee / account holder | $21 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |