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 | $3,918 | $76,522-94.9% | $56,033-93.0% | $145,884-97.3% |
| Participation rate | 86.7% | 63.2%+23.4pp | 52.5%+34.2pp | 80.3%+6.4pp |
| Annual return | 12.65% | 3014.28%-3001.6pp | 1711.38%-1698.7pp | 551.85%-539.2pp |
| Employer contribution / active EE | $996 | $1,382-28.0% | $1,041-4.3% | $4,662-78.6% |
| Participant deferral / active EE | $996 | $2,624-62.0% | $1,954-49.0% | $6,690-85.1% |
| Admin fee / account holder | $220 | $3,328-93.4% | $2,827-92.2% | $13,392-98.4% |