Sign up free to preview peer percentile detail
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 | $116,250 | $100,147+16.1% | $81,286+43.0% | $145,877-20.3% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.5%+1.1pp | 80.3%-9.7pp |
| Annual return | 0.00% | 34.44%-34.4pp | 24.80%-24.8pp | 551.28%-551.3pp |
| Employer contribution / active EE | $9,140 | $2,977+207.0% | $2,463+271.2% | $4,663+96.0% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |