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 | $23,657 | $92,684-74.5% | $82,706-71.4% | $134,509-82.4% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | 5.35% | 945.84%-940.5pp | 701.76%-696.4pp | 418.13%-412.8pp |
| Employer contribution / active EE | $385 | $3,272-88.2% | $3,007-87.2% | $4,741-91.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $89 | $5,982-98.5% | $5,329-98.3% | $11,427-99.2% |