Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,725 | $159,978-83.9% | $147,041-82.5% | $145,978-82.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.17% | 98.36%-87.2pp | 419.21%-408.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,152 | $5,288-78.2% | $4,935-76.7% | $4,662-75.3% |
| Participant deferral / active EE | $8,325 | $8,429-1.2% | $8,071+3.1% | $6,690+24.4% |
| Admin fee / account holder | $138 | $15,053-99.1% | $13,006-98.9% | $13,400-99.0% |