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 | $10,104 | $99,053-89.8% | $88,179-88.5% | $138,895-92.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 26.62% | 78.17%-51.5pp | 64.97%-38.3pp | 145.39%-118.8pp |
| Employer contribution / active EE | $1,248 | $2,882-56.7% | $2,549-51.0% | $4,194-70.2% |
| Participant deferral / active EE | $1,660 | $5,225-68.2% | $4,614-64.0% | $6,396-74.0% |
| Admin fee / account holder | $34 | $8,748-99.6% | $7,673-99.6% | $12,562-99.7% |