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 | $106,971 | $104,663+2.2% | $106,619+0.3% | - |
| Participation rate | 0.0% | 48.9%-48.9pp | 78.0%-78.0pp | - |
| Annual return | 8.10% | 2.51%+5.6pp | 9.42%-1.3pp | - |
| Employer contribution / active EE | $0 | $883-100.0% | $3,947-100.0% | - |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,930-100.0% | - |
| Admin fee / account holder | $0 | $3,531-100.0% | $6,418-100.0% | - |