Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $0 | $154,754-100.0% | $124,206-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.6%-69.6pp | 79.9%-79.9pp |
| Annual return | 13.56% | 709.28%-695.7pp | 515.27%-501.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $3,643 | $4,446-18.1% | $3,540+2.9% | $4,194-13.1% |
| Participant deferral / active EE | $6,526 | $4,621+41.2% | $3,968+64.5% | $6,396+2.0% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |