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 | $44,010 | $96,558-54.4% | $80,977-45.7% | $273,972-83.9% |
| Participation rate | 73.3% | 79.1%-5.7pp | 75.8%-2.5pp | 83.0%-9.7pp |
| Annual return | 8.20% | 15.14%-6.9pp | 17.11%-8.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,644 | $4,869-66.2% | $3,715-55.7% | $4,869-66.2% |
| Participant deferral / active EE | $2,480 | $6,598-62.4% | $5,696-56.5% | $5,287-53.1% |
| Admin fee / account holder | $25 | $7,493-99.7% | $5,517-99.5% | $10,133-99.8% |