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 | $16,881 | $211,239-92.0% | $178,528-90.5% | $145,877-88.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 18.58% | 30.22%-11.6pp | 27.11%-8.5pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,899 | $4,570-58.5% | $3,950-51.9% | $4,663-59.3% |
| Participant deferral / active EE | $3,370 | $6,963-51.6% | $6,278-46.3% | $6,691-49.6% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |