Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,677 | $91,198-83.9% | $178,503-91.8% | $79,856-81.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.01% | 24.20%-13.2pp | 151.12%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,454 | $3,257-24.6% | $5,011-51.0% | $2,471-0.7% |
| Participant deferral / active EE | $897 | $3,237-72.3% | $5,202-82.8% | $3,741-76.0% |
| Admin fee / account holder | $108 | $6,748-98.4% | $13,987-99.2% | $5,306-98.0% |