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 | $16,330 | $90,509-82.0% | $78,693-79.2% | $273,968-94.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 22.76% | 75.61%-52.8pp | 62.18%-39.4pp | 41.45%-18.7pp |
| Employer contribution / active EE | $2,032 | $3,175-36.0% | $2,850-28.7% | $4,869-58.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $200 | $5,264-96.2% | $4,511-95.6% | $10,132-98.0% |