Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,637 | $96,678-80.7% | $86,640-78.5% | $139,466-86.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.21% | 106.69%-91.5pp | 592.52%-577.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,553 | $3,265-52.5% | $3,024-48.7% | $4,754-67.3% |
| Participant deferral / active EE | $1,682 | $4,837-65.2% | $4,438-62.1% | $6,712-74.9% |
| Admin fee / account holder | $171 | $6,410-97.3% | $5,616-97.0% | $11,409-98.5% |