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 | $1,781 | $28,624-93.8% | $53,647-96.7% | $82,637-97.8% |
| Participation rate | 72.4% | 47.3%+25.1pp | 56.3%+16.1pp | 68.1%+4.4pp |
| Annual return | 22.72% | 664.98%-642.3pp | 358.33%-335.6pp | 53.51%-30.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $382 | $1,196-68.1% | $1,813-78.9% | $4,126-90.7% |
| Admin fee / account holder | $48 | $2,022-97.6% | $2,460-98.0% | $7,339-99.3% |