Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,259 | $70,366-78.3% | $66,674-77.1% | $138,895-89.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 6254.95% | 386.41%+5868.5pp | 321.24%+5933.7pp | 145.39%+6109.6pp |
| Employer contribution / active EE | $10,000 | $2,765+261.7% | $2,620+281.7% | $4,194+138.4% |
| Participant deferral / active EE | $3,813 | $4,374-12.8% | $4,084-6.6% | $6,396-40.4% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |