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 | $22,792 | $117,829-80.7% | $102,423-77.7% | $145,877-84.4% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 11.60% | 31.83%-20.2pp | 29.42%-17.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,916 | $3,615-47.0% | $3,023-36.6% | $4,663-58.9% |
| Participant deferral / active EE | $4,266 | $5,732-25.6% | $5,054-15.6% | $6,691-36.2% |
| Admin fee / account holder | $119 | $13,335-99.1% | $9,455-98.7% | $13,402-99.1% |