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 | $21,547 | $109,872-80.4% | $98,483-78.1% | $167,536-87.1% |
| Participation rate | 90.5% | 75.8%+14.6pp | 73.3%+17.1pp | 82.1%+8.4pp |
| Annual return | 93.40% | 1959.31%-1865.9pp | 1494.38%-1401.0pp | 478.82%-385.4pp |
| Employer contribution / active EE | $2,209 | $3,225-31.5% | $2,961-25.4% | $4,839-54.4% |
| Participant deferral / active EE | $4,910 | $4,673+5.1% | $4,276+14.8% | $6,342-22.6% |
| Admin fee / account holder | $34 | $6,757-99.5% | $5,953-99.4% | $12,315-99.7% |