Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,277 | $109,967-94.3% | $97,197-93.5% | $145,877-95.7% |
| Participation rate | 72.2% | 76.0%-3.7pp | 72.7%-0.5pp | 80.3%-8.1pp |
| Annual return | 14.46% | 244.27%-229.8pp | 75.47%-61.0pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,000 | $3,077-67.5% | $2,723-63.3% | $4,663-78.5% |
| Participant deferral / active EE | $1,193 | $4,676-74.5% | $4,263-72.0% | $6,691-82.2% |
| Admin fee / account holder | $164 | $6,199-97.4% | $5,637-97.1% | $13,402-98.8% |