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 | $4,862 | $88,815-94.5% | $81,882-94.1% | $145,897-96.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.52% | 1033.75%-1011.2pp | 779.47%-757.0pp | 552.29%-529.8pp |
| Employer contribution / active EE | $1,853 | $3,086-40.0% | $2,916-36.5% | $4,663-60.3% |
| Participant deferral / active EE | $3,089 | $4,647-33.5% | $4,323-28.6% | $6,689-53.8% |
| Admin fee / account holder | $150 | $8,434-98.2% | $7,360-98.0% | $13,390-98.9% |