Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,124 | $110,093-94.4% | $97,295-93.7% | $145,897-95.8% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.2pp | 80.3%+1.5pp |
| Annual return | 12.95% | 244.76%-231.8pp | 75.62%-62.7pp | 552.29%-539.3pp |
| Employer contribution / active EE | $483 | $3,077-84.3% | $2,723-82.3% | $4,663-89.6% |
| Participant deferral / active EE | $1,052 | $4,678-77.5% | $4,264-75.3% | $6,689-84.3% |
| Admin fee / account holder | $77 | $6,212-98.8% | $5,646-98.6% | $13,390-99.4% |