Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,145 | $109,967-92.6% | $97,197-91.6% | $145,877-94.4% |
| Participation rate | 71.4% | 76.0%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 11.56% | 244.27%-232.7pp | 75.47%-63.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,133 | $3,077-63.2% | $2,723-58.4% | $4,663-75.7% |
| Participant deferral / active EE | $2,392 | $4,676-48.8% | $4,263-43.9% | $6,691-64.2% |
| Admin fee / account holder | $213 | $6,199-96.6% | $5,637-96.2% | $13,402-98.4% |