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 | $26,338 | $85,024-69.0% | $70,544-62.7% | $139,466-81.1% |
| Participation rate | 90.0% | 73.9%+16.1pp | 68.4%+21.6pp | 80.3%+9.7pp |
| Annual return | 593.12% | 30.39%+562.7pp | 32.79%+560.3pp | 373.66%+219.5pp |
| Employer contribution / active EE | $1,072 | $3,912-72.6% | $2,976-64.0% | $4,754-77.4% |
| Participant deferral / active EE | $3,479 | $5,891-40.9% | $4,568-23.8% | $6,712-48.2% |
| Admin fee / account holder | $28 | $8,928-99.7% | $6,427-99.6% | $11,409-99.8% |