Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,424 | $104,924-72.0% | $84,623-65.2% | $152,885-80.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 0.00% | 373.82%-373.8pp | 258.77%-258.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $8,200 | $3,302+148.3% | $2,652+209.1% | $4,763+72.2% |
| Participant deferral / active EE | $19,796 | $4,689+322.2% | $3,899+407.7% | $5,851+238.3% |
| Admin fee / account holder | $46 | $6,242-99.3% | $4,913-99.1% | $11,598-99.6% |