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 | $117,829-100.0% | $102,423-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 8.96% | 31.83%-22.9pp | 29.42%-20.5pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,525 | $3,615-30.1% | $3,023-16.5% | $4,663-45.8% |
| Participant deferral / active EE | $4,782 | $5,732-16.6% | $5,054-5.4% | $6,691-28.5% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |