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 | $21,656 | $67,823-68.1% | $52,425-58.7% | $137,256-84.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 26.68% | 219.11%-192.4pp | 302.12%-275.4pp | 220.34%-193.7pp |
| Employer contribution / active EE | $3,096 | $1,163+166.2% | $914+238.7% | $4,156-25.5% |
| Participant deferral / active EE | $3,096 | $2,288+35.3% | $1,790+72.9% | $6,407-51.7% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |