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 | $65,712-100.0% | $57,196-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 9.54% | 22.01%-12.5pp | 14.59%-5.1pp | 41.46%-31.9pp |
| Employer contribution / active EE | $736 | $3,280-77.6% | $2,683-72.6% | $4,869-84.9% |
| Participant deferral / active EE | $2,200 | $3,782-41.8% | $3,096-29.0% | $5,287-58.4% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |