Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,695 | $100,895-86.4% | $90,430-84.9% | $158,950-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.44% | 1725.54%-1713.1pp | 1293.73%-1281.3pp | 302.91%-290.5pp |
| Employer contribution / active EE | $1,551 | $3,689-58.0% | $3,262-52.5% | $4,762-67.4% |
| Participant deferral / active EE | $2,588 | $4,347-40.5% | $3,963-34.7% | $5,983-56.7% |
| Admin fee / account holder | $44 | $6,505-99.3% | $5,613-99.2% | $11,248-99.6% |