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 | $19,195 | $51,638-62.8% | $68,368-71.9% | $82,448-76.7% |
| Participation rate | 78.6% | 63.6%+15.0pp | 73.8%+4.8pp | 68.1%+10.5pp |
| Annual return | 15.39% | 37.53%-22.1pp | 292.57%-277.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $439 | $2,047-78.5% | $2,649-83.4% | $2,551-82.8% |
| Participant deferral / active EE | $1,282 | $2,914-56.0% | $4,123-68.9% | $4,139-69.0% |
| Admin fee / account holder | $3 | $4,643-99.9% | $5,150-99.9% | $7,234-100.0% |