Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,522 | $176,688-86.7% | $130,660-82.0% | $152,885-84.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.39%-345.4pp |
| Employer contribution / active EE | $11,190 | $5,743+94.8% | $4,092+173.4% | $4,763+134.9% |
| Participant deferral / active EE | $11,190 | $4,362+156.5% | $3,603+210.6% | $5,851+91.3% |
| Admin fee / account holder | $30 | $7,131-99.6% | $5,463-99.5% | $11,598-99.7% |