Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,426 | $124,330-82.8% | $109,173-80.4% | $167,536-87.2% |
| Participation rate | 77.8% | 79.5%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 13.88% | 26.04%-12.2pp | 25.75%-11.9pp | 478.82%-464.9pp |
| Employer contribution / active EE | $1,074 | $4,209-74.5% | $3,723-71.1% | $4,839-77.8% |
| Participant deferral / active EE | $3,779 | $5,256-28.1% | $4,654-18.8% | $6,342-40.4% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |