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 | $54,278 | $211,288-74.3% | $178,540-69.6% | $145,884-62.8% |
| Participation rate | 82.6% | 80.8%+1.8pp | 77.1%+5.5pp | 80.3%+2.3pp |
| Annual return | 13.96% | 30.27%-16.3pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $3,507 | $4,574-23.3% | $3,953-11.3% | $4,662-24.8% |
| Participant deferral / active EE | $3,303 | $6,967-52.6% | $6,281-47.4% | $6,690-50.6% |
| Admin fee / account holder | $49 | $12,105-99.6% | $10,424-99.5% | $13,392-99.6% |