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 | $56,115 | $149,040-62.3% | $120,225-53.3% | $137,256-59.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.87% | 605.68%-594.8pp | 439.23%-428.4pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,833 | $4,655+68.3% | $3,999+95.9% | $6,407+22.3% |
| Admin fee / account holder | $204 | $6,348-96.8% | $5,696-96.4% | $12,270-98.3% |