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 | $28,012 | $54,380-48.5% | $68,509-59.1% | $59,633-53.0% |
| Participation rate | 98.0% | 70.2%+27.8pp | 74.7%+23.2pp | 68.7%+29.3pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $3,313 | $1,539+115.4% | $2,278+45.5% | $2,203+50.4% |
| Participant deferral / active EE | $5,279 | $2,643+99.7% | $3,382+56.1% | $3,192+65.4% |
| Admin fee / account holder | $6 | $3,885-99.9% | $5,275-99.9% | $4,297-99.9% |