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 | $7,586 | $109,967-93.1% | $97,197-92.2% | $145,877-94.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.97% | 244.27%-227.3pp | 75.47%-58.5pp | 551.28%-534.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,476 | $4,676-25.7% | $4,263-18.5% | $6,691-48.1% |
| Admin fee / account holder | $100 | $6,199-98.4% | $5,637-98.2% | $13,402-99.3% |