Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,610 | $183,968-79.6% | $162,166-76.8% | $152,870-75.4% |
| Participation rate | 79.2% | 88.5%-9.3pp | 87.6%-8.4pp | 82.4%-3.3pp |
| Annual return | 0.00% | 150.77%-150.8pp | 115.59%-115.6pp | 345.34%-345.3pp |
| Employer contribution / active EE | $2,836 | $6,371-55.5% | $5,614-49.5% | $4,763-40.5% |
| Participant deferral / active EE | $9,150 | $8,034+13.9% | $7,298+25.4% | $5,850+56.4% |
| Admin fee / account holder | $293 | $13,121-97.8% | $10,842-97.3% | $11,597-97.5% |