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 | $26,756 | $107,666-75.1% | $102,184-73.8% | $154,746-82.7% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 20.84% | 29.33%-8.5pp | 31.58%-10.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,899 | $8,719-20.9% | $8,309-17.0% | $6,730+2.5% |
| Admin fee / account holder | $152 | $12,943-98.8% | $11,609-98.7% | $14,365-98.9% |