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 | $13,360 | $154,754-91.4% | $124,206-89.2% | $138,895-90.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 28.56% | 709.28%-680.7pp | 515.27%-486.7pp | 145.39%-116.8pp |
| Employer contribution / active EE | $944 | $4,446-78.8% | $3,540-73.3% | $4,194-77.5% |
| Participant deferral / active EE | $3,771 | $4,621-18.4% | $3,968-5.0% | $6,396-41.0% |
| Admin fee / account holder | $40 | $6,690-99.4% | $5,929-99.3% | $12,562-99.7% |