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 | $44,388 | $90,607-51.0% | $79,467-44.1% | $135,380-67.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.44% | 977.74%-968.3pp | 718.30%-708.9pp | 519.81%-510.4pp |
| Employer contribution / active EE | $2,250 | $3,068-26.6% | $2,800-19.6% | $4,779-52.9% |
| Participant deferral / active EE | $3,708 | $4,050-8.4% | $3,704+0.1% | $5,609-33.9% |
| Admin fee / account holder | $14 | $5,895-99.8% | $5,104-99.7% | $10,828-99.9% |