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 | $50,425 | $96,562-47.8% | $80,976-37.7% | $273,968-81.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.66% | 15.14%-8.5pp | 17.10%-10.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $9,438 | $4,868+93.9% | $3,714+154.1% | $4,869+93.9% |
| Participant deferral / active EE | $4,598 | $6,597-30.3% | $5,696-19.3% | $5,287-13.0% |
| Admin fee / account holder | $121 | $7,493-98.4% | $5,516-97.8% | $10,132-98.8% |