Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,231 | $102,595-89.1% | $94,057-88.1% | $154,746-92.7% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 80.7%+7.5pp |
| Annual return | 13.37% | 583.42%-570.0pp | 480.62%-467.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $528 | $3,147-83.2% | $2,933-82.0% | $4,379-87.9% |
| Participant deferral / active EE | $1,552 | $5,118-69.7% | $4,709-67.0% | $6,730-76.9% |
| Admin fee / account holder | $266 | $7,736-96.6% | $7,244-96.3% | $14,365-98.1% |