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 | $1,817 | $22,602-92.0% | $65,583-97.2% | $75,177-97.6% |
| Participation rate | 80.0% | 63.1%+16.9pp | 65.0%+15.0pp | 67.2%+12.8pp |
| Annual return | 297.02% | 71.13%+225.9pp | 47.46%+249.6pp | 160.75%+136.3pp |
| Employer contribution / active EE | $586 | $941-37.7% | $1,692-65.4% | $2,671-78.1% |
| Participant deferral / active EE | $2,009 | $1,695+18.5% | $2,833-29.1% | $4,126-51.3% |
| Admin fee / account holder | $264 | $1,877-85.9% | $4,112-93.6% | $5,651-95.3% |