Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,609 | $72,071-88.1% | $68,368-87.4% | $137,256-93.7% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 20.52% | 353.14%-332.6pp | 292.57%-272.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $585 | $2,788-79.0% | $2,649-77.9% | $4,156-85.9% |
| Participant deferral / active EE | $858 | $4,410-80.5% | $4,123-79.2% | $6,407-86.6% |
| Admin fee / account holder | $47 | $5,336-99.1% | $5,150-99.1% | $12,270-99.6% |