Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,966 | $72,071-94.5% | $68,368-94.2% | $137,256-97.1% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.0%+6.7pp |
| Annual return | 29.47% | 353.14%-323.7pp | 292.57%-263.1pp | 220.34%-190.9pp |
| Employer contribution / active EE | $670 | $2,788-76.0% | $2,649-74.7% | $4,156-83.9% |
| Participant deferral / active EE | $1,250 | $4,410-71.7% | $4,123-69.7% | $6,407-80.5% |
| Admin fee / account holder | $167 | $5,336-96.9% | $5,150-96.8% | $12,270-98.6% |