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 | $17,317 | $106,008-83.7% | $92,240-81.2% | $147,586-88.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.22% | 50.05%-38.8pp | 176.29%-165.1pp | 578.59%-567.4pp |
| Employer contribution / active EE | $5,681 | $4,333+31.1% | $3,680+54.4% | $4,876+16.5% |
| Participant deferral / active EE | $3,716 | $4,478-17.0% | $3,897-4.6% | $5,439-31.7% |
| Admin fee / account holder | $171 | $6,333-97.3% | $5,194-96.7% | $10,886-98.4% |