Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,877 | $149,040-92.7% | $120,225-91.0% | $137,256-92.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 30.57% | 605.68%-575.1pp | 439.23%-408.7pp | 220.34%-189.8pp |
| Employer contribution / active EE | $1,826 | $4,350-58.0% | $3,475-47.5% | $4,156-56.1% |
| Participant deferral / active EE | $4,994 | $4,655+7.3% | $3,999+24.9% | $6,407-22.1% |
| Admin fee / account holder | $30 | $6,348-99.5% | $5,696-99.5% | $12,270-99.8% |