Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,103 | $102,245-90.1% | $89,340-88.7% | $137,256-92.6% |
| Participation rate | 90.9% | 74.9%+16.0pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 30.05% | 21.89%+8.2pp | 20.57%+9.5pp | 220.34%-190.3pp |
| Employer contribution / active EE | $1,407 | $2,529-44.4% | $2,231-36.9% | $4,156-66.1% |
| Participant deferral / active EE | $2,050 | $4,436-53.8% | $3,823-46.4% | $6,407-68.0% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |