Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,300 | $110,093-89.7% | $97,295-88.4% | $145,897-92.3% |
| Participation rate | 95.5% | 75.9%+19.5pp | 72.7%+22.8pp | 80.3%+15.1pp |
| Annual return | 9.98% | 244.76%-234.8pp | 75.62%-65.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $857 | $3,077-72.2% | $2,723-68.5% | $4,663-81.6% |
| Participant deferral / active EE | $2,522 | $4,678-46.1% | $4,264-40.9% | $6,689-62.3% |
| Admin fee / account holder | $106 | $6,212-98.3% | $5,646-98.1% | $13,390-99.2% |