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 | $30,847 | $108,897-71.7% | $100,378-69.3% | $145,877-78.9% |
| Participation rate | 94.1% | 83.0%+11.2pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 16.17% | 58.17%-42.0pp | 49.41%-33.2pp | 551.28%-535.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,573 | $8,455+13.2% | $8,087+18.4% | $6,691+43.1% |
| Admin fee / account holder | $112 | $9,690-98.8% | $7,899-98.6% | $13,402-99.2% |