Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,221 | $101,618-93.9% | $93,063-93.3% | $137,256-95.5% |
| Participation rate | 91.7% | 74.9%+16.7pp | 72.1%+19.6pp | 80.0%+11.7pp |
| Annual return | 12.89% | 223.95%-211.1pp | 34.15%-21.3pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,344 | $4,279-68.6% | $3,958-66.0% | $6,407-79.0% |
| Admin fee / account holder | $207 | $6,198-96.7% | $6,033-96.6% | $12,270-98.3% |