Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,194 | $78,690-85.8% | $161,489-93.1% | $87,485-87.2% |
| Participation rate | 88.0% | 67.5%+20.5pp | 78.7%+9.3pp | 68.9%+19.1pp |
| Annual return | 24.63% | 32.74%-8.1pp | 89.72%-65.1pp | 26.06%-1.4pp |
| Employer contribution / active EE | $1,127 | $2,588-56.5% | $4,268-73.6% | $2,596-56.6% |
| Participant deferral / active EE | $3,579 | $3,311+8.1% | $5,630-36.4% | $4,274-16.2% |
| Admin fee / account holder | $233 | $6,724-96.5% | $16,006-98.5% | $7,775-97.0% |