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 | $22,714 | $99,079-77.1% | $78,002-70.9% | $273,972-91.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 7.88% | 217.93%-210.0pp | 425.99%-418.1pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,093 | $4,306-51.4% | $3,497-40.1% | $5,287-60.4% |
| Admin fee / account holder | $119 | $8,954-98.7% | $5,481-97.8% | $10,133-98.8% |