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 | $9,850 | $99,995-90.1% | $85,063-88.4% | $145,978-93.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.53% | 83.99%-71.5pp | 66.54%-54.0pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,212 | $3,231-62.5% | $2,727-55.6% | $4,662-74.0% |
| Participant deferral / active EE | $1,541 | $5,295-70.9% | $4,523-65.9% | $6,690-77.0% |
| Admin fee / account holder | $52 | $7,255-99.3% | $6,155-99.2% | $13,400-99.6% |