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 | $8,297 | $32,037-74.1% | $69,182-88.0% | $62,881-86.8% |
| Participation rate | 81.1% | 43.4%+37.7pp | 55.1%+26.0pp | 69.3%+11.8pp |
| Annual return | 68.56% | 15.16%+53.4pp | -21.93%+90.5pp | 20.14%+48.4pp |
| Employer contribution / active EE | $96 | $679-85.9% | $1,206-92.1% | $2,281-95.8% |
| Participant deferral / active EE | $828 | $1,185-30.2% | $1,897-56.4% | $3,203-74.2% |
| Admin fee / account holder | $72 | $2,608-97.3% | $2,697-97.3% | $4,296-98.3% |