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 | $79,808 | $110,093-27.5% | $97,295-18.0% | $145,897-45.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.62% | 244.76%-228.1pp | 75.62%-59.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $960 | $3,077-68.8% | $2,723-64.7% | $4,663-79.4% |
| Participant deferral / active EE | $960 | $4,678-79.5% | $4,264-77.5% | $6,689-85.6% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |