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 | $19,783 | $99,345-80.1% | $84,753-76.7% | $273,972-92.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.82% | 22.93%-16.1pp | 22.78%-16.0pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,244 | $4,214-70.5% | $3,574-65.2% | $4,869-74.5% |
| Participant deferral / active EE | $2,474 | $4,270-42.0% | $3,712-33.3% | $5,287-53.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |