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 | $52,105 | $176,786-70.5% | $146,643-64.5% | $167,536-68.9% |
| Participation rate | 86.4% | 83.6%+2.7pp | 80.1%+6.3pp | 82.1%+4.3pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $11,364 | $5,161+120.2% | $4,137+174.7% | $4,839+134.8% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $55 | $13,262-99.6% | $10,280-99.5% | $12,315-99.6% |