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 | $10,317 | $81,749-87.4% | $58,544-82.4% | $139,456-92.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $756 | $1,398-46.0% | $1,053-28.3% | $4,753-84.1% |
| Participant deferral / active EE | $2,534 | $2,555-0.8% | $1,923+31.8% | $6,711-62.2% |
| Admin fee / account holder | $25 | $3,272-99.2% | $2,520-99.0% | $11,407-99.8% |