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 | $48,170 | $90,504-46.8% | $78,690-38.8% | $273,965-82.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 7.97% | 75.61%-67.6pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $4,668 | $3,176+47.0% | $2,851+63.8% | $4,869-4.1% |
| Participant deferral / active EE | $9,225 | $3,901+136.5% | $3,517+162.3% | $5,287+74.5% |
| Admin fee / account holder | $83 | $5,263-98.4% | $4,511-98.2% | $10,132-99.2% |