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 | $11,926 | $182,442-93.5% | $163,379-92.7% | $138,895-91.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.8%+8.9pp | 79.9%+5.8pp |
| Annual return | 27.96% | 72.74%-44.8pp | 63.41%-35.4pp | 145.39%-117.4pp |
| Employer contribution / active EE | $1,712 | $4,159-58.8% | $3,752-54.4% | $4,194-59.2% |
| Participant deferral / active EE | $2,405 | $6,817-64.7% | $6,282-61.7% | $6,396-62.4% |
| Admin fee / account holder | $9 | $10,396-99.9% | $9,818-99.9% | $12,562-99.9% |