Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,468 | $70,366-88.0% | $66,674-87.3% | $138,895-93.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.54% | 386.41%-365.9pp | 321.24%-300.7pp | 145.39%-124.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,328 | $4,374-69.6% | $4,084-67.5% | $6,396-79.2% |
| Admin fee / account holder | $28 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |