Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,021 | $107,368-85.1% | $92,915-82.8% | $152,909-89.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,182 | $4,222-48.3% | $3,653-40.3% | $4,764-54.2% |
| Participant deferral / active EE | $4,732 | $4,848-2.4% | $4,238+11.7% | $5,851-19.1% |
| Admin fee / account holder | $32 | $7,082-99.5% | $5,796-99.4% | $11,601-99.7% |