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 | $35,311 | $75,832-53.4% | $147,618-76.1% | $59,633-40.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.12% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $3,070 | $3,485-11.9% | $5,565-44.8% | $2,203+39.4% |
| Participant deferral / active EE | $3,351 | $3,131+7.1% | $4,895-31.5% | $3,192+5.0% |
| Admin fee / account holder | $238 | $5,986-96.0% | $11,612-97.9% | $4,297-94.5% |