Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,626 | $109,372-88.5% | $89,414-85.9% | $158,966-92.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 345.55%-345.6pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,315 | $3,171+4.5% | $2,586+28.2% | $4,762-30.4% |
| Participant deferral / active EE | $7,440 | $4,598+61.8% | $3,890+91.3% | $5,983+24.3% |
| Admin fee / account holder | $21 | $6,156-99.7% | $4,883-99.6% | $11,250-99.8% |