Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,344 | $29,319-88.6% | $52,425-93.6% | $82,448-95.9% |
| Participation rate | 83.3% | 46.9%+36.5pp | 55.6%+27.7pp | 68.1%+15.3pp |
| Annual return | 23.41% | 535.20%-511.8pp | 302.12%-278.7pp | 41.64%-18.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $593 | $1,171-49.3% | $1,790-66.9% | $4,139-85.7% |
| Admin fee / account holder | $66 | $1,962-96.6% | $2,495-97.4% | $7,234-99.1% |