Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,543 | $96,691-88.1% | $86,656-86.7% | $139,487-91.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.16% | 106.87%-87.7pp | 593.09%-573.9pp | 373.84%-354.7pp |
| Employer contribution / active EE | $1,941 | $3,267-40.6% | $3,025-35.9% | $4,755-59.2% |
| Participant deferral / active EE | $3,155 | $4,838-34.8% | $4,439-28.9% | $6,713-53.0% |
| Admin fee / account holder | $79 | $6,414-98.8% | $5,619-98.6% | $11,407-99.3% |