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 | $6,424 | $68,097-90.6% | $62,929-89.8% | $137,256-95.3% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 29.70% | 1859.11%-1829.4pp | 1063.93%-1034.2pp | 220.34%-190.6pp |
| Employer contribution / active EE | $925 | $2,811-67.1% | $2,505-63.1% | $4,156-77.7% |
| Participant deferral / active EE | $1,481 | $4,553-67.5% | $3,888-61.9% | $6,407-76.9% |
| Admin fee / account holder | $60 | $6,521-99.1% | $5,065-98.8% | $12,270-99.5% |