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 | $16,026 | $108,911-85.3% | $100,392-84.0% | $145,884-89.0% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 15.76% | 58.23%-42.5pp | 49.45%-33.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $656 | $4,420-85.2% | $3,941-83.4% | $4,662-85.9% |
| Participant deferral / active EE | $4,648 | $8,459-45.1% | $8,090-42.6% | $6,690-30.5% |
| Admin fee / account holder | $46 | $9,698-99.5% | $7,904-99.4% | $13,392-99.7% |