Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $81,886 | $167,362-51.1% | $143,799-43.1% | $134,532-39.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 109.59% | 0.47%+109.1pp | -0.04%+109.6pp | 418.27%-308.7pp |
| Employer contribution / active EE | $3,101 | $5,620-44.8% | $4,952-37.4% | $4,741-34.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $35 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |