Sign up free to preview peer percentile detail
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 | $27,116 | $110,039-75.4% | $97,260-72.1% | $145,884-81.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.73% | 244.44%-234.7pp | 75.54%-65.8pp | 551.85%-542.1pp |
| Employer contribution / active EE | $764 | $3,074-75.1% | $2,721-71.9% | $4,662-83.6% |
| Participant deferral / active EE | $3,000 | $4,674-35.8% | $4,262-29.6% | $6,690-55.2% |
| Admin fee / account holder | $193 | $6,204-96.9% | $5,640-96.6% | $13,392-98.6% |