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 | $1,714 | $22,602-92.4% | $65,566-97.4% | $75,173-97.7% |
| Participation rate | 82.8% | 63.1%+19.7pp | 64.9%+17.8pp | 67.2%+15.6pp |
| Annual return | 61.96% | 71.13%-9.2pp | 47.40%+14.6pp | 160.72%-98.8pp |
| Employer contribution / active EE | $841 | $941-10.6% | $1,692-50.3% | $2,671-68.5% |
| Participant deferral / active EE | $2,325 | $1,695+37.2% | $2,832-17.9% | $4,126-43.7% |
| Admin fee / account holder | $92 | $1,877-95.1% | $4,114-97.8% | $5,651-98.4% |