Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,500 | $88,754-79.2% | $81,820-77.4% | $145,877-87.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.23% | 1031.77%-1021.5pp | 777.93%-767.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,813 | $3,085-41.2% | $2,915-37.8% | $4,663-61.1% |
| Participant deferral / active EE | $4,063 | $4,648-12.6% | $4,323-6.0% | $6,691-39.3% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |