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 | $14,484 | $110,278-86.9% | $95,740-84.9% | $139,466-89.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.65% | 27.19%-7.5pp | 28.41%-8.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,512 | $4,674-24.9% | $4,244-17.2% | $6,712-47.7% |
| Admin fee / account holder | $52 | $6,613-99.2% | $5,676-99.1% | $11,409-99.5% |