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 | $23,742 | $109,372-78.3% | $89,414-73.4% | $158,966-85.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.30% | 345.55%-330.2pp | 245.50%-230.2pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,333 | $3,171-58.0% | $2,586-48.4% | $4,762-72.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3 | $6,156-100.0% | $4,883-99.9% | $11,250-100.0% |