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 | $26,095 | $109,872-76.3% | $98,483-73.5% | $167,536-84.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 31.90% | 1959.31%-1927.4pp | 1494.38%-1462.5pp | 478.82%-446.9pp |
| Employer contribution / active EE | $2,798 | $3,225-13.3% | $2,961-5.5% | $4,839-42.2% |
| Participant deferral / active EE | $11,467 | $4,673+145.4% | $4,276+168.1% | $6,342+80.8% |
| Admin fee / account holder | $19 | $6,757-99.7% | $5,953-99.7% | $12,315-99.8% |