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 | $33,773 | $160,070-78.9% | $147,117-77.0% | $145,897-76.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 211.68% | 98.69%+113.0pp | 420.54%-208.9pp | 552.29%-340.6pp |
| Employer contribution / active EE | $2,220 | $5,285-58.0% | $4,932-55.0% | $4,663-52.4% |
| Participant deferral / active EE | $2,946 | $8,419-65.0% | $8,065-63.5% | $6,689-56.0% |
| Admin fee / account holder | $22 | $15,035-99.9% | $12,993-99.8% | $13,390-99.8% |