Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,257 | $111,830-88.1% | $93,696-85.9% | $145,884-90.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.18% | 204.08%-191.9pp | 133.74%-121.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $775 | $3,093-74.9% | $2,422-68.0% | $4,662-83.4% |
| Participant deferral / active EE | $2,673 | $4,920-45.7% | $4,417-39.5% | $6,690-60.0% |
| Admin fee / account holder | $130 | $10,249-98.7% | $8,287-98.4% | $13,392-99.0% |