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 | $10,228 | $51,631-80.2% | $129,397-92.1% | $80,925-87.4% |
| Participation rate | 92.0% | 56.9%+35.1pp | 69.6%+22.4pp | 67.7%+24.3pp |
| Annual return | 15.36% | 20.77%-5.4pp | 9453.98%-9438.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $796 | $1,583-49.7% | $4,154-80.8% | $2,756-71.1% |
| Participant deferral / active EE | $2,736 | $2,670+2.5% | $4,167-34.3% | $4,299-36.3% |
| Admin fee / account holder | $259 | $4,309-94.0% | $7,679-96.6% | $6,940-96.3% |