Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,157 | $112,729-90.1% | $98,716-88.7% | $137,256-91.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 19.39% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $624 | $2,725-77.1% | $2,279-72.6% | $4,156-85.0% |
| Participant deferral / active EE | $1,610 | $4,640-65.3% | $4,048-60.2% | $6,407-74.9% |
| Admin fee / account holder | $48 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |