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 | $38,531 | $88,672-56.5% | $105,223-63.4% | $82,448-53.3% |
| Participation rate | 86.2% | 67.9%+18.3pp | 75.0%+11.2pp | 68.1%+18.1pp |
| Annual return | 17.78% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,731 | $3,048-43.2% | $3,689-53.1% | $2,551-32.1% |
| Participant deferral / active EE | $6,136 | $4,036+52.0% | $5,072+21.0% | $4,139+48.2% |
| Admin fee / account holder | $119 | $7,146-98.3% | $8,859-98.7% | $7,234-98.4% |