Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $86,207 | $111,830-22.9% | $93,696-8.0% | $145,884-40.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.92% | 204.08%-191.2pp | 133.74%-120.8pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30,500 | $4,920+519.9% | $4,417+590.6% | $6,690+355.9% |
| Admin fee / account holder | $260 | $10,249-97.5% | $8,287-96.9% | $13,392-98.1% |