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 | $22,077 | $100,262-78.0% | $81,370-72.9% | $145,897-84.9% |
| Participation rate | 95.0% | 74.3%+20.7pp | 69.5%+25.5pp | 80.3%+14.7pp |
| Annual return | 11.50% | 34.52%-23.0pp | 24.85%-13.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,652 | $2,979-44.5% | $2,464-32.9% | $4,663-64.6% |
| Participant deferral / active EE | $1,173 | $4,612-74.6% | $3,885-69.8% | $6,689-82.5% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |