Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,815 | $81,749-96.6% | $58,544-95.2% | $139,456-98.0% |
| Participation rate | 89.5% | 61.3%+28.1pp | 50.9%+38.6pp | 80.3%+9.1pp |
| Annual return | 62.27% | 7425.45%-7363.2pp | 4249.56%-4187.3pp | 373.45%-311.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,481 | $2,555-2.9% | $1,923+29.0% | $6,711-63.0% |
| Admin fee / account holder | $123 | $3,272-96.2% | $2,520-95.1% | $11,407-98.9% |