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 | $43,721 | $176,105-75.2% | $159,474-72.6% | $167,536-73.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $19,993 | $5,299+277.3% | $4,831+313.9% | $4,839+313.2% |
| Participant deferral / active EE | $10,740 | $7,751+38.6% | $7,353+46.1% | $6,342+69.3% |
| Admin fee / account holder | $1 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |