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 | $12,301 | $99,053-87.6% | $88,179-86.1% | $138,895-91.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 20.38% | 78.17%-57.8pp | 64.97%-44.6pp | 145.39%-125.0pp |
| Employer contribution / active EE | $831 | $2,882-71.2% | $2,549-67.4% | $4,194-80.2% |
| Participant deferral / active EE | $1,390 | $5,225-73.4% | $4,614-69.9% | $6,396-78.3% |
| Admin fee / account holder | $263 | $8,748-97.0% | $7,673-96.6% | $12,562-97.9% |