Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,092 | $29,319-82.6% | $52,425-90.3% | $82,448-93.8% |
| Participation rate | 81.1% | 46.9%+34.2pp | 55.6%+25.5pp | 68.1%+13.0pp |
| Annual return | 31.79% | 535.20%-503.4pp | 302.12%-270.3pp | 41.64%-9.9pp |
| Employer contribution / active EE | $868 | $586+47.9% | $914-5.1% | $2,551-66.0% |
| Participant deferral / active EE | $2,113 | $1,171+80.4% | $1,790+18.0% | $4,139-49.0% |
| Admin fee / account holder | $26 | $1,962-98.7% | $2,495-99.0% | $7,234-99.6% |