Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,947 | $81,643-81.7% | $70,462-78.8% | $158,950-90.6% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 25.78% | 208.51%-182.7pp | 109.08%-83.3pp | 302.91%-277.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,655 | $4,555+2.2% | $3,710+25.5% | $5,983-22.2% |
| Admin fee / account holder | $95 | $6,194-98.5% | $3,845-97.5% | $11,248-99.2% |