Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,783 | $48,078-31.8% | $78,676-58.3% | $62,881-47.9% |
| Participation rate | 96.2% | 65.2%+30.9pp | 73.6%+22.6pp | 69.3%+26.8pp |
| Annual return | 7.75% | 31.36%-23.6pp | 62.19%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $942 | $2,015-53.3% | $2,850-67.0% | $2,281-58.7% |
| Participant deferral / active EE | $1,741 | $2,587-32.7% | $3,517-50.5% | $3,203-45.6% |
| Admin fee / account holder | $19 | $3,206-99.4% | $4,510-99.6% | $4,296-99.6% |