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 | $77,507 | $83,908-7.6% | $68,509+13.1% | $125,389-38.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.19% | 14.48%-14.7pp | 8.27%-8.5pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,822 | $3,031-6.9% | $2,278+23.9% | $4,866-42.0% |
| Participant deferral / active EE | $3,584 | $4,125-13.1% | $3,382+6.0% | $5,352-33.0% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |