Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,079 | $88,702-90.9% | $81,780-90.1% | $145,978-94.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.31% | 1029.12%-1015.8pp | 776.27%-763.0pp | 550.52%-537.2pp |
| Employer contribution / active EE | $706 | $3,084-77.1% | $2,914-75.8% | $4,662-84.9% |
| Participant deferral / active EE | $2,273 | $4,645-51.1% | $4,321-47.4% | $6,690-66.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |