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 | $16,102 | $110,039-85.4% | $97,260-83.4% | $145,884-89.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 39.83% | 244.44%-204.6pp | 75.54%-35.7pp | 551.85%-512.0pp |
| Employer contribution / active EE | $1,966 | $3,074-36.0% | $2,721-27.7% | $4,662-57.8% |
| Participant deferral / active EE | $3,492 | $4,674-25.3% | $4,262-18.1% | $6,690-47.8% |
| Admin fee / account holder | $94 | $6,204-98.5% | $5,640-98.3% | $13,392-99.3% |