Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,502 | $158,852-87.1% | $121,220-83.1% | $135,380-84.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 11.46% | -0.64%+12.1pp | 16.94%-5.5pp | 519.81%-508.3pp |
| Employer contribution / active EE | $500 | $5,666-91.2% | $4,023-87.6% | $4,779-89.5% |
| Participant deferral / active EE | $2,950 | $4,006-26.4% | $3,345-11.8% | $5,609-47.4% |
| Admin fee / account holder | $74 | $6,515-98.9% | $5,021-98.5% | $10,828-99.3% |