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 | $13,272 | $23,330-43.1% | $64,489-79.4% | $82,448-83.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 68.1%+31.9pp |
| Annual return | 20.78% | 83.66%-62.9pp | 55.03%-34.2pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,528 | $824+85.4% | $1,523+0.3% | $2,551-40.1% |
| Participant deferral / active EE | $2,049 | $1,707+20.0% | $2,778-26.2% | $4,139-50.5% |
| Admin fee / account holder | $224 | $2,946-92.4% | $4,260-94.7% | $7,234-96.9% |