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 | $25,025 | $88,778-71.8% | $81,844-69.4% | $145,884-82.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.83% | 1033.03%-1023.2pp | 778.87%-769.0pp | 551.85%-542.0pp |
| Employer contribution / active EE | $2,196 | $3,087-28.9% | $2,916-24.7% | $4,662-52.9% |
| Participant deferral / active EE | $7,509 | $4,648+61.5% | $4,323+73.7% | $6,690+12.2% |
| Admin fee / account holder | $34 | $8,430-99.6% | $7,355-99.5% | $13,392-99.7% |