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 | $20,610 | $106,905-80.7% | $84,020-75.5% | $152,885-86.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.72% | 105.00%-79.3pp | 71.31%-45.6pp | 345.39%-319.7pp |
| Employer contribution / active EE | $902 | $2,735-67.0% | $1,984-54.5% | $4,763-81.1% |
| Participant deferral / active EE | $1,309 | $4,012-67.4% | $3,239-59.6% | $5,851-77.6% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |