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 | $24,239 | $92,684-73.8% | $82,706-70.7% | $134,509-82.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 545.93% | 945.84%-399.9pp | 701.76%-155.8pp | 418.13%+127.8pp |
| Employer contribution / active EE | $1,730 | $3,272-47.1% | $3,007-42.5% | $4,741-63.5% |
| Participant deferral / active EE | $2,783 | $4,800-42.0% | $4,394-36.7% | $6,400-56.5% |
| Admin fee / account holder | $75 | $5,982-98.7% | $5,329-98.6% | $11,427-99.3% |