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 | $24,349 | $81,664-70.2% | $70,476-65.5% | $158,966-84.7% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 13.55% | 208.59%-195.0pp | 109.12%-95.6pp | 302.95%-289.4pp |
| Employer contribution / active EE | $1,024 | $3,219-68.2% | $2,738-62.6% | $4,762-78.5% |
| Participant deferral / active EE | $1,024 | $4,556-77.5% | $3,710-72.4% | $5,983-82.9% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |