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 | $93,617-100.0% | $135,982-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | 16.71% | 30.89%-14.2pp | 68.32%-51.6pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,971 | $3,538-44.3% | $4,859-59.4% | $2,671-26.2% |
| Participant deferral / active EE | $4,127 | $6,406-35.6% | $7,760-46.8% | $4,1260% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |