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 | $77,287 | $81,763-5.5% | $58,561+32.0% | $139,466-44.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 26.86% | 7427.77%-7400.9pp | 4251.33%-4224.5pp | 373.66%-346.8pp |
| Employer contribution / active EE | $4,500 | $1,398+221.9% | $1,053+327.2% | $4,754-5.3% |
| Participant deferral / active EE | $30,000 | $2,555+1074.3% | $1,923+1460.0% | $6,712+347.0% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |