Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,845 | $105,158-84.0% | $94,672-82.2% | $139,487-87.9% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 25.31% | 38.11%-12.8pp | 156.89%-131.6pp | 373.84%-348.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,478 | $7,599-14.8% | $7,417-12.7% | $6,713-3.5% |
| Admin fee / account holder | $12 | $8,972-99.9% | $7,222-99.8% | $11,407-99.9% |