Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,362 | $160,070-88.5% | $147,117-87.5% | $145,897-87.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.59% | 98.69%-79.1pp | 420.54%-400.9pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,438 | $5,285-53.9% | $4,932-50.6% | $4,663-47.7% |
| Participant deferral / active EE | $5,416 | $8,419-35.7% | $8,065-32.8% | $6,689-19.0% |
| Admin fee / account holder | $136 | $15,035-99.1% | $12,993-99.0% | $13,390-99.0% |