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 | $206,644 | $157,829+30.9% | $136,867+51.0% | $198,609+4.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 4.29% | 51.25%-47.0pp | 42.97%-38.7pp | 202.70%-198.4pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $30,900 | $5,463+465.6% | $4,924+527.6% | $6,977+342.9% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |