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 | $3,753 | $76,608-95.1% | $56,077-93.3% | $145,877-97.4% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 11.35% | 3009.59%-2998.2pp | 1709.28%-1697.9pp | 551.28%-539.9pp |
| Employer contribution / active EE | $501 | $1,382-63.7% | $1,040-51.9% | $4,663-89.3% |
| Participant deferral / active EE | $678 | $2,624-74.2% | $1,954-65.3% | $6,691-89.9% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |