Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,875 | $51,638-67.3% | $129,406-87.0% | $80,959-79.2% |
| Participation rate | 96.0% | 56.9%+39.1pp | 69.6%+26.4pp | 67.7%+28.3pp |
| Annual return | 11.97% | 20.78%-8.8pp | 9468.18%-9456.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $554 | $1,584-65.0% | $4,155-86.7% | $2,757-79.9% |
| Participant deferral / active EE | $797 | $2,670-70.1% | $4,167-80.9% | $4,300-81.5% |
| Admin fee / account holder | $99 | $4,313-97.7% | $7,689-98.7% | $6,925-98.6% |