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 | $24,864 | $73,546-66.2% | $63,018-60.5% | $147,586-83.2% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.8%+13.4pp | 82.8%+5.4pp |
| Annual return | 13.73% | 175.56%-161.8pp | 87.62%-73.9pp | 578.59%-564.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,919 | $4,185+41.5% | $3,330+77.8% | $5,439+8.8% |
| Admin fee / account holder | $42 | $5,956-99.3% | $3,601-98.8% | $10,886-99.6% |