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 | $19,942 | $76,522-73.9% | $56,033-64.4% | $145,884-86.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.19% | 3014.28%-3000.1pp | 1711.38%-1697.2pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,545 | $2,624+149.4% | $1,954+235.0% | $6,690-2.2% |
| Admin fee / account holder | $73 | $3,328-97.8% | $2,827-97.4% | $13,392-99.5% |