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 | $5,648 | $72,071-92.2% | $68,368-91.7% | $137,256-95.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 45.84% | 353.14%-307.3pp | 292.57%-246.7pp | 220.34%-174.5pp |
| Employer contribution / active EE | $715 | $2,788-74.3% | $2,649-73.0% | $4,156-82.8% |
| Participant deferral / active EE | $2,895 | $4,410-34.4% | $4,123-29.8% | $6,407-54.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |