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 | $30,708 | $82,674-62.9% | $125,363-75.5% | $68,495-55.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $16,443 | $3,382+386.2% | $4,815+241.5% | $2,596+533.3% |
| Participant deferral / active EE | $7,719 | $6,111+26.3% | $7,447+3.7% | $4,028+91.7% |
| Admin fee / account holder | $69 | $6,276-98.9% | $10,005-99.3% | $5,403-98.7% |