Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,772 | $108,882-87.4% | $96,754-85.8% | $154,746-91.1% |
| Participation rate | 78.6% | 75.1%+3.5pp | 70.3%+8.3pp | 80.7%-2.1pp |
| Annual return | 21.32% | 98.39%-77.1pp | 82.04%-60.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $805 | $3,018-73.3% | $2,679-69.9% | $4,379-81.6% |
| Participant deferral / active EE | $1,646 | $5,323-69.1% | $4,758-65.4% | $6,730-75.5% |
| Admin fee / account holder | $12 | $10,200-99.9% | $8,905-99.9% | $14,365-99.9% |