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 | $3,979 | $69,118-94.2% | $53,647-92.6% | $138,895-97.1% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 18.43% | 248.26%-229.8pp | 358.33%-339.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $464 | $1,189-61.0% | $962-51.8% | $4,194-88.9% |
| Participant deferral / active EE | $856 | $2,274-62.4% | $1,813-52.8% | $6,396-86.6% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |