Sign up free to preview peer percentile detail
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 | $59,425 | $100,073-40.6% | $85,126-30.2% | $145,877-59.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 84.11%-69.0pp | 66.63%-51.6pp | 551.28%-536.2pp |
| Employer contribution / active EE | $5,700 | $3,236+76.1% | $2,731+108.7% | $4,663+22.2% |
| Participant deferral / active EE | $23,000 | $5,294+334.4% | $4,523+408.5% | $6,691+243.8% |
| Admin fee / account holder | $276 | $7,261-96.2% | $6,160-95.5% | $13,402-97.9% |