Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,000 | $202,342-82.7% | $172,753-79.7% | $152,909-77.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,903 | $5,857-33.4% | $5,144-24.1% | $4,764-18.1% |
| Participant deferral / active EE | $2,314 | $5,948-61.1% | $5,198-55.5% | $5,851-60.5% |
| Admin fee / account holder | $5 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |