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 | $31,831 | $154,209-79.4% | $130,062-75.5% | $139,487-77.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 49.85% | 32.52%+17.3pp | -137.37%+187.2pp | 373.84%-324.0pp |
| Employer contribution / active EE | $1,276 | $5,292-75.9% | $4,322-70.5% | $4,755-73.2% |
| Participant deferral / active EE | $12,066 | $6,709+79.8% | $5,821+107.3% | $6,713+79.7% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |