Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,763 | $72,071-96.2% | $68,368-96.0% | $137,256-98.0% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.8%-1.5pp | 80.0%-7.7pp |
| Annual return | 32.21% | 353.14%-320.9pp | 292.57%-260.4pp | 220.34%-188.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,222 | $4,410-72.3% | $4,123-70.4% | $6,407-80.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |