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 | $10,513 | $72,071-85.4% | $68,368-84.6% | $137,256-92.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 32.60% | 353.14%-320.5pp | 292.57%-260.0pp | 220.34%-187.7pp |
| Employer contribution / active EE | $999 | $2,788-64.2% | $2,649-62.3% | $4,156-76.0% |
| Participant deferral / active EE | $3,455 | $4,410-21.7% | $4,123-16.2% | $6,407-46.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |