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 | $15,018 | $90,691-83.4% | $76,119-80.3% | $145,884-89.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.61% | 624.52%-610.9pp | 361.25%-347.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,891 | $3,329-43.2% | $2,693-29.8% | $4,662-59.4% |
| Participant deferral / active EE | $3,872 | $5,167-25.1% | $4,259-9.1% | $6,690-42.1% |
| Admin fee / account holder | $14 | $8,383-99.8% | $6,421-99.8% | $13,392-99.9% |