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 | $9,028 | $169,237-94.7% | $129,339-93.0% | $145,978-93.8% |
| Participation rate | 78.6% | 76.5%+2.1pp | 69.6%+8.9pp | 80.3%-1.7pp |
| Annual return | 214.70% | 14364.43%-14149.7pp | 9437.05%-9222.3pp | 550.52%-335.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,640 | $4,991+33.0% | $4,170+59.2% | $6,690-0.7% |
| Admin fee / account holder | $18 | $9,882-99.8% | $7,668-99.8% | $13,400-99.9% |