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 | $19,527 | $202,460-90.4% | $169,385-88.5% | $139,456-86.0% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.2%+0.6pp | 80.3%-2.5pp |
| Annual return | 0.00% | 532.07%-532.1pp | 405.82%-405.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,224 | $4,691-52.6% | $4,012-44.6% | $4,753-53.2% |
| Participant deferral / active EE | $4,569 | $6,938-34.2% | $6,221-26.6% | $6,711-31.9% |
| Admin fee / account holder | $174 | $10,719-98.4% | $9,011-98.1% | $11,407-98.5% |