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 | $16,186 | $61,787-73.8% | $97,197-83.3% | $80,925-80.0% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.7%+19.3pp | 67.7%+24.3pp |
| Annual return | 15.43% | -558.16%+573.6pp | 75.47%-60.0pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,357 | $1,836-26.1% | $2,723-50.2% | $2,756-50.8% |
| Participant deferral / active EE | $1,449 | $3,027-52.1% | $4,263-66.0% | $4,299-66.3% |
| Admin fee / account holder | $32 | $5,170-99.4% | $5,637-99.4% | $6,940-99.5% |