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 | $15,626 | $51,638-69.7% | $129,406-87.9% | $80,959-80.7% |
| Participation rate | 85.4% | 56.9%+28.5pp | 69.6%+15.8pp | 67.7%+17.7pp |
| Annual return | 154.25% | 20.78%+133.5pp | 9468.18%-9313.9pp | 35.67%+118.6pp |
| Employer contribution / active EE | $1,052 | $1,584-33.6% | $4,155-74.7% | $2,757-61.9% |
| Participant deferral / active EE | $1,732 | $2,670-35.1% | $4,167-58.4% | $4,300-59.7% |
| Admin fee / account holder | $117 | $4,313-97.3% | $7,689-98.5% | $6,925-98.3% |