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 | $15,699 | $49,976-68.6% | $66,674-76.5% | $82,637-81.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 20.32% | 39.09%-18.8pp | 321.24%-300.9pp | 53.51%-33.2pp |
| Employer contribution / active EE | $1,771 | $1,988-10.9% | $2,620-32.4% | $2,552-30.6% |
| Participant deferral / active EE | $2,623 | $2,847-7.9% | $4,084-35.8% | $4,126-36.4% |
| Admin fee / account holder | $58 | $4,594-98.7% | $5,098-98.9% | $7,339-99.2% |