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 | $65,440-100.0% | $98,506-100.0% | $85,851-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | 16.32% | 21.75%-5.4pp | 1494.92%-1478.6pp | 318.63%-302.3pp |
| Employer contribution / active EE | $1,866 | $2,169-14.0% | $2,961-37.0% | $2,565-27.3% |
| Participant deferral / active EE | $3,087 | $3,168-2.6% | $4,277-27.8% | $3,952-21.9% |
| Admin fee / account holder | $0 | $4,596-100.0% | $5,955-100.0% | $6,261-100.0% |