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 | $42,238 | $108,701-61.1% | $74,723-43.5% | $152,909-72.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 22.39% | 114.12%-91.7pp | 753.18%-730.8pp | 345.46%-323.1pp |
| Employer contribution / active EE | $1,693 | $1,504+12.5% | $1,084+56.1% | $4,764-64.5% |
| Participant deferral / active EE | $3,716 | $2,709+37.2% | $1,962+89.5% | $5,851-36.5% |
| Admin fee / account holder | $5 | $4,906-99.9% | $3,335-99.9% | $11,601-100.0% |