Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,427 | $76,522-96.8% | $56,033-95.7% | $145,884-98.3% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 14.88% | 3014.28%-2999.4pp | 1711.38%-1696.5pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $970 | $2,624-63.0% | $1,954-50.4% | $6,690-85.5% |
| Admin fee / account holder | $15 | $3,328-99.5% | $2,827-99.5% | $13,392-99.9% |