Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,709 | $28,624-94.0% | $53,647-96.8% | $82,637-97.9% |
| Participation rate | 92.0% | 47.3%+44.7pp | 56.3%+35.7pp | 68.1%+23.9pp |
| Annual return | 21.01% | 664.98%-644.0pp | 358.33%-337.3pp | 53.51%-32.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $502 | $1,196-58.1% | $1,813-72.3% | $4,126-87.8% |
| Admin fee / account holder | $236 | $2,022-88.3% | $2,460-90.4% | $7,339-96.8% |