Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,462 | $150,447-69.8% | $136,298-66.6% | $147,586-69.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $4,389 | $5,256-16.5% | $4,696-6.5% | $4,876-10.0% |
| Participant deferral / active EE | $13,011 | $6,631+96.2% | $6,247+108.3% | $5,439+139.2% |
| Admin fee / account holder | $44 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |