Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,437 | $88,754-92.7% | $81,820-92.1% | $145,877-95.6% |
| Participation rate | 94.1% | 75.1%+19.0pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 14.90% | 1031.77%-1016.9pp | 777.93%-763.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,065 | $3,085-65.5% | $2,915-63.5% | $4,663-77.2% |
| Participant deferral / active EE | $2,203 | $4,648-52.6% | $4,323-49.0% | $6,691-67.1% |
| Admin fee / account holder | $258 | $8,424-96.9% | $7,391-96.5% | $13,402-98.1% |