Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,914 | $180,749-91.7% | $160,784-90.7% | $137,256-89.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.95% | 2234.46%-2212.5pp | 1803.92%-1782.0pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,582 | $4,155-61.9% | $3,733-57.6% | $4,156-61.9% |
| Participant deferral / active EE | $1,751 | $6,844-74.4% | $6,293-72.2% | $6,407-72.7% |
| Admin fee / account holder | $99 | $10,397-99.0% | $9,717-99.0% | $12,270-99.2% |