Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,894 | $104,544-86.7% | $76,657-81.9% | $152,897-90.9% |
| Participation rate | 95.0% | 76.6%+18.4pp | 72.1%+22.9pp | 82.5%+12.5pp |
| Annual return | 50.21% | 1014.36%-964.2pp | 1166.74%-1116.5pp | 345.43%-295.2pp |
| Employer contribution / active EE | $1,831 | $3,118-41.3% | $2,303-20.5% | $4,764-61.6% |
| Participant deferral / active EE | $2,248 | $4,236-46.9% | $3,335-32.6% | $5,851-61.6% |
| Admin fee / account holder | $39 | $12,286-99.7% | $6,423-99.4% | $11,599-99.7% |