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 | $53,363 | $100,004-46.6% | $81,438-34.5% | $145,959-63.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.92% | 34.34%-22.4pp | 24.74%-12.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,035 | $4,603+161.4% | $3,883+209.9% | $6,689+79.9% |
| Admin fee / account holder | $206 | $8,202-97.5% | $5,764-96.4% | $13,398-98.5% |