Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $50,193 | $183,988-72.7% | $162,177-69.1% | $152,897-67.2% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,845 | $6,370-71.0% | $5,613-67.1% | $4,764-61.3% |
| Participant deferral / active EE | $3,957 | $8,032-50.7% | $7,297-45.8% | $5,851-32.4% |
| Admin fee / account holder | $125 | $13,123-99.1% | $10,843-98.9% | $11,599-98.9% |