Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,421 | $81,763-97.0% | $58,561-95.9% | $139,466-98.3% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 35.35% | 7427.77%-7392.4pp | 4251.33%-4216.0pp | 373.66%-338.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,745 | $2,555-31.7% | $1,923-9.3% | $6,712-74.0% |
| Admin fee / account holder | $27 | $3,273-99.2% | $2,520-98.9% | $11,409-99.8% |