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 | $6,475 | $76,634-91.6% | $56,054-88.4% | $145,978-95.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.40% | 3004.33%-2990.9pp | 1705.95%-1692.5pp | 550.52%-537.1pp |
| Employer contribution / active EE | $989 | $1,380-28.4% | $1,039-4.8% | $4,662-78.8% |
| Participant deferral / active EE | $1,182 | $2,622-54.9% | $1,952-39.5% | $6,690-82.3% |
| Admin fee / account holder | $174 | $3,321-94.8% | $2,822-93.9% | $13,400-98.7% |