Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,732 | $81,749-85.6% | $58,544-80.0% | $139,456-91.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 37.64% | 7425.45%-7387.8pp | 4249.56%-4211.9pp | 373.45%-335.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,203 | $2,555+181.9% | $1,923+274.6% | $6,711+7.3% |
| Admin fee / account holder | $31 | $3,272-99.0% | $2,520-98.8% | $11,407-99.7% |