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 | $19,689 | $112,935-82.6% | $90,970-78.4% | $158,966-87.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.30% | 215.79%-207.5pp | 134.58%-126.3pp | 302.95%-294.6pp |
| Employer contribution / active EE | $1,403 | $2,895-51.5% | $2,122-33.9% | $4,762-70.5% |
| Participant deferral / active EE | $3,782 | $4,129-8.4% | $3,373+12.1% | $5,983-36.8% |
| Admin fee / account holder | $142 | $8,045-98.2% | $5,960-97.6% | $11,250-98.7% |