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 | $31,539 | $166,131-81.0% | $164,975-80.9% | $145,877-78.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.42% | 100.37%-79.0pp | 70.12%-48.7pp | 551.28%-529.9pp |
| Employer contribution / active EE | $2,155 | $5,276-59.1% | $4,343-50.4% | $4,663-53.8% |
| Participant deferral / active EE | $5,828 | $6,962-16.3% | $6,033-3.4% | $6,691-12.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |