Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,267 | $90,607-74.3% | $79,467-70.7% | $135,380-82.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 12.58% | 977.74%-965.2pp | 718.30%-705.7pp | 519.81%-507.2pp |
| Employer contribution / active EE | $1,361 | $3,068-55.6% | $2,800-51.4% | $4,779-71.5% |
| Participant deferral / active EE | $4,149 | $4,050+2.4% | $3,704+12.0% | $5,609-26.0% |
| Admin fee / account holder | $189 | $5,895-96.8% | $5,104-96.3% | $10,828-98.3% |