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 | $43,617 | $58,577-25.5% | $83,323-47.7% | $64,186-32.0% |
| Participation rate | 93.3% | 72.0%+21.3pp | 77.8%+15.6pp | 69.6%+23.8pp |
| Annual return | 7.51% | 9.65%-2.1pp | 10.63%-3.1pp | 7.63%-0.1pp |
| Employer contribution / active EE | $2,069 | $2,098-1.4% | $3,379-38.7% | $2,381-13.1% |
| Participant deferral / active EE | $2,714 | $4,654-41.7% | $5,565-51.2% | $3,470-21.8% |
| Admin fee / account holder | $267 | $9,275-97.1% | $7,539-96.5% | $4,888-94.5% |