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 | $60,663 | $91,198-33.5% | $178,503-66.0% | $79,856-24.0% |
| Participation rate | 95.6% | 69.2%+26.3pp | 81.9%+13.6pp | 69.6%+25.9pp |
| Annual return | 18.31% | 24.20%-5.9pp | 151.12%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,107 | $3,257-35.3% | $5,011-58.0% | $2,471-14.7% |
| Participant deferral / active EE | $4,154 | $3,237+28.4% | $5,202-20.1% | $3,741+11.1% |
| Admin fee / account holder | $59 | $6,748-99.1% | $13,987-99.6% | $5,306-98.9% |