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 | $36,507 | $160,059-77.2% | $140,019-73.9% | $135,380-73.0% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,934 | $6,420-69.9% | $5,605-65.5% | $4,779-59.5% |
| Participant deferral / active EE | $7,205 | $7,641-5.7% | $6,927+4.0% | $5,609+28.5% |
| Admin fee / account holder | $13 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |