Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $63,053 | $127,298-50.5% | $109,916-42.6% | $167,553-62.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 20.96% | 22.97%-2.0pp | 29.46%-8.5pp | 478.89%-457.9pp |
| Employer contribution / active EE | $807 | $3,325-75.7% | $2,844-71.6% | $4,840-83.3% |
| Participant deferral / active EE | $1,218 | $4,513-73.0% | $4,047-69.9% | $6,343-80.8% |
| Admin fee / account holder | $33 | $7,119-99.5% | $6,069-99.5% | $12,316-99.7% |