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 | $22,107 | $77,638-71.5% | $156,551-85.9% | $62,881-64.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.99% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,099 | $3,444-68.1% | $5,501-80.0% | $2,281-51.8% |
| Participant deferral / active EE | $1,212 | $3,046-60.2% | $4,871-75.1% | $3,203-62.2% |
| Admin fee / account holder | $144 | $5,561-97.4% | $13,028-98.9% | $4,296-96.6% |