Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,420 | $101,069-72.9% | $81,478-66.3% | $147,585-81.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.57%-578.6pp |
| Employer contribution / active EE | $9,166 | $3,205+186.0% | $2,568+257.0% | $4,876+88.0% |
| Participant deferral / active EE | $17,497 | $4,242+312.5% | $3,537+394.7% | $5,439+221.7% |
| Admin fee / account holder | $8 | $5,812-99.9% | $4,561-99.8% | $10,885-99.9% |