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 | $30,885 | $157,276-80.4% | $141,177-78.1% | $152,885-79.8% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 25.22% | 64.33%-39.1pp | 71.40%-46.2pp | 345.39%-320.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,298 | $7,110+16.7% | $6,710+23.7% | $5,851+41.8% |
| Admin fee / account holder | $83 | $12,123-99.3% | $10,263-99.2% | $11,598-99.3% |