Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,454 | $69,248-71.9% | $64,101-69.7% | $139,466-86.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.93% | 45.95%-28.0pp | 33.72%-15.8pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,664 | $3,185-47.8% | $2,749-39.5% | $4,754-65.0% |
| Participant deferral / active EE | $1,155 | $4,682-75.3% | $3,881-70.2% | $6,712-82.8% |
| Admin fee / account holder | $20 | $4,247-99.5% | $3,070-99.3% | $11,409-99.8% |