Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,624 | $29,670-37.2% | $56,054-66.8% | $80,911-77.0% |
| Participation rate | 76.9% | 41.7%+35.3pp | 52.5%+24.4pp | 67.6%+9.3pp |
| Annual return | 16.01% | 35.24%-19.2pp | 1705.95%-1689.9pp | 35.63%-19.6pp |
| Employer contribution / active EE | $1,398 | $670+108.8% | $1,039+34.6% | $2,756-49.3% |
| Participant deferral / active EE | $2,402 | $1,227+95.8% | $1,952+23.0% | $4,297-44.1% |
| Admin fee / account holder | $177 | $2,431-92.7% | $2,822-93.7% | $6,935-97.4% |