Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,763 | $47,479-71.0% | $62,929-78.1% | $82,448-83.3% |
| Participation rate | 85.3% | 66.9%+18.4pp | 73.1%+12.2pp | 68.1%+17.2pp |
| Annual return | 25.70% | 20.34%+5.4pp | 1063.93%-1038.2pp | 41.64%-15.9pp |
| Employer contribution / active EE | $576 | $1,885-69.4% | $2,505-77.0% | $2,551-77.4% |
| Participant deferral / active EE | $1,795 | $2,870-37.5% | $3,888-53.8% | $4,139-56.6% |
| Admin fee / account holder | $248 | $3,804-93.5% | $5,065-95.1% | $7,234-96.6% |