Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,178 | $70,587-67.2% | $124,693-81.4% | $85,856-73.0% |
| Participation rate | 97.8% | 64.4%+33.4pp | 74.6%+23.2pp | 69.3%+28.5pp |
| Annual return | 14.59% | 20688.83%-20674.2pp | 5144.19%-5129.6pp | 318.58%-304.0pp |
| Employer contribution / active EE | $6,222 | $1,913+225.2% | $3,324+87.2% | $2,565+142.5% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $103 | $5,282-98.1% | $7,494-98.6% | $6,261-98.4% |