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 | $6,971 | $94,439-92.6% | $73,658-90.5% | $154,746-95.5% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 16.62% | 28.25%-11.6pp | 29.72%-13.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $742 | $1,257-41.0% | $1,032-28.1% | $4,379-83.1% |
| Participant deferral / active EE | $1,484 | $2,527-41.3% | $2,062-28.0% | $6,730-78.0% |
| Admin fee / account holder | $227 | $3,843-94.1% | $3,357-93.2% | $14,365-98.4% |