Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,669 | $197,603-81.4% | $177,827-79.4% | $158,950-76.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.83% | 58.76%-34.9pp | 48.32%-24.5pp | 302.91%-279.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,402 | $8,404+71.4% | $7,713+86.7% | $5,983+140.7% |
| Admin fee / account holder | $266 | $15,402-98.3% | $12,429-97.9% | $11,248-97.6% |