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 | $31,596 | $85,171-62.9% | $172,753-81.7% | $72,976-56.7% |
| Participation rate | 72.7% | 70.1%+2.7pp | 82.6%-9.9pp | 69.5%+3.2pp |
| Annual return | 20.07% | 27.32%-7.3pp | 803.00%-782.9pp | 81.02%-60.9pp |
| Employer contribution / active EE | $816 | $3,324-75.4% | $5,144-84.1% | $2,440-66.6% |
| Participant deferral / active EE | $1,738 | $3,260-46.7% | $5,198-66.6% | $3,608-51.8% |
| Admin fee / account holder | $206 | $5,880-96.5% | $13,956-98.5% | $5,124-96.0% |