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 | $7,827 | $88,702-91.2% | $81,780-90.4% | $145,978-94.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 34.96% | 1029.12%-994.2pp | 776.27%-741.3pp | 550.52%-515.6pp |
| Employer contribution / active EE | $1,094 | $3,084-64.5% | $2,914-62.5% | $4,662-76.5% |
| Participant deferral / active EE | $5,137 | $4,645+10.6% | $4,321+18.9% | $6,690-23.2% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |