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 | $2,562 | $76,519-96.7% | $56,025-95.4% | $145,897-98.2% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 15.39% | 3017.03%-3001.6pp | 1712.69%-1697.3pp | 552.29%-536.9pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,108 | $2,624-57.8% | $1,955-43.3% | $6,689-83.4% |
| Admin fee / account holder | $24 | $3,331-99.3% | $2,828-99.1% | $13,390-99.8% |