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 | $46,922 | $106,247-55.8% | $96,515-51.4% | $139,466-66.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.04% | 38.47%-21.4pp | 35.73%-18.7pp | 373.66%-356.6pp |
| Employer contribution / active EE | $1,406 | $4,106-65.8% | $3,740-62.4% | $4,754-70.4% |
| Participant deferral / active EE | $1,956 | $5,456-64.1% | $4,880-59.9% | $6,712-70.9% |
| Admin fee / account holder | $107 | $7,885-98.6% | $6,735-98.4% | $11,409-99.1% |