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 | $39,673 | $109,344-63.7% | $89,400-55.6% | $158,950-75.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.58% | 345.73%-331.2pp | 245.64%-231.1pp | 302.91%-288.3pp |
| Employer contribution / active EE | $580 | $3,170-81.7% | $2,586-77.6% | $4,762-87.8% |
| Participant deferral / active EE | $5,380 | $4,599+17.0% | $3,890+38.3% | $5,983-10.1% |
| Admin fee / account holder | $145 | $6,154-97.6% | $4,882-97.0% | $11,248-98.7% |