Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,870 | $152,612-72.6% | $125,192-66.6% | $152,897-72.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 30.00% | 54.85%-24.8pp | 43.79%-13.8pp | 345.43%-315.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $19,000 | $5,868+223.8% | $4,937+284.8% | $5,851+224.7% |
| Admin fee / account holder | $142 | $13,437-98.9% | $9,704-98.5% | $11,599-98.8% |