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 | $3,158 | $22,602-86.0% | $65,583-95.2% | $75,177-95.8% |
| Participation rate | 73.8% | 63.1%+10.7pp | 65.0%+8.8pp | 67.2%+6.6pp |
| Annual return | 106.98% | 71.13%+35.8pp | 47.46%+59.5pp | 160.75%-53.8pp |
| Employer contribution / active EE | $949 | $941+0.9% | $1,692-43.9% | $2,671-64.5% |
| Participant deferral / active EE | $3,373 | $1,695+99.0% | $2,833+19.1% | $4,126-18.3% |
| Admin fee / account holder | $150 | $1,877-92.0% | $4,112-96.4% | $5,651-97.4% |