Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,633 | $165,381-77.8% | $149,730-75.5% | $158,966-77.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 38.92% | 348.29%-309.4pp | 276.70%-237.8pp | 302.95%-264.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $19,080 | $7,182+165.6% | $6,843+178.8% | $5,983+218.9% |
| Admin fee / account holder | $113 | $10,809-99.0% | $9,310-98.8% | $11,250-99.0% |