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 | $26,438 | $78,694-66.4% | $67,652-60.9% | $125,389-78.9% |
| Participation rate | 84.2% | 78.8%+5.4pp | 75.7%+8.5pp | 83.2%+1.0pp |
| Annual return | 0.54% | 9.46%-8.9pp | 6625.40%-6624.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,668 | $4,292-37.8% | $3,560-25.0% | $5,352-50.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |