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 | $30,399 | $104,953-71.0% | $84,637-64.1% | $152,909-80.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 116.92% | 373.94%-257.0pp | 258.82%-141.9pp | 345.46%-228.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,734 | $4,691+22.2% | $3,900+47.0% | $5,851-2.0% |
| Admin fee / account holder | $246 | $6,244-96.1% | $4,914-95.0% | $11,601-97.9% |