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 | $6,019 | $87,166-93.1% | $76,735-92.2% | $137,256-95.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 24.31% | 26.50%-2.2pp | 29.77%-5.5pp | 220.34%-196.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,277 | $4,726-51.8% | $4,088-44.3% | $6,407-64.5% |
| Admin fee / account holder | $277 | $8,403-96.7% | $7,189-96.2% | $12,270-97.7% |