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 | $3,309 | $70,366-95.3% | $66,674-95.0% | $138,895-97.6% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.7%+17.6pp | 79.9%+11.4pp |
| Annual return | 30.48% | 386.41%-355.9pp | 321.24%-290.8pp | 145.39%-114.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,664 | $4,374-62.0% | $4,084-59.3% | $6,396-74.0% |
| Admin fee / account holder | $246 | $5,262-95.3% | $5,098-95.2% | $12,562-98.0% |