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 | $17,488 | $149,040-88.3% | $120,225-85.5% | $137,256-87.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.52% | 605.68%-594.2pp | 439.23%-427.7pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,706 | $4,350-60.8% | $3,475-50.9% | $4,156-59.0% |
| Participant deferral / active EE | $7,593 | $4,655+63.1% | $3,999+89.9% | $6,407+18.5% |
| Admin fee / account holder | $203 | $6,348-96.8% | $5,696-96.4% | $12,270-98.3% |