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 | $25,229 | $160,070-84.2% | $147,117-82.9% | $145,897-82.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 98.69%-85.1pp | 420.54%-407.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,032 | $5,285-61.6% | $4,932-58.8% | $4,663-56.4% |
| Participant deferral / active EE | $4,249 | $8,419-49.5% | $8,065-47.3% | $6,689-36.5% |
| Admin fee / account holder | $224 | $15,035-98.5% | $12,993-98.3% | $13,390-98.3% |