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 | $31,315 | $163,687-80.9% | $108,745-71.2% | $273,972-88.6% |
| Participation rate | 84.6% | 82.3%+2.3pp | 77.7%+6.9pp | 83.0%+1.6pp |
| Annual return | 9.15% | 31.16%-22.0pp | 46.22%-37.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,676 | $7,155-62.6% | $5,121-47.8% | $5,287-49.4% |
| Admin fee / account holder | $17 | $12,890-99.9% | $6,144-99.7% | $10,133-99.8% |