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 | $30,150 | $84,685-64.4% | $73,836-59.2% | $125,389-76.0% |
| Participation rate | 92.3% | 76.8%+15.5pp | 73.4%+18.9pp | 83.2%+9.1pp |
| Annual return | 2.60% | 3123.80%-3121.2pp | 2268.06%-2265.5pp | 282.24%-279.6pp |
| Employer contribution / active EE | $1,199 | $3,123-61.6% | $2,787-57.0% | $4,866-75.4% |
| Participant deferral / active EE | $2,404 | $3,993-39.8% | $3,583-32.9% | $5,352-55.1% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |