Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,884 | $85,766-60.5% | $136,297-75.1% | $70,124-51.7% |
| Participation rate | 92.6% | 74.2%+18.5pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5156.19%-5156.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,844 | $2,966-4.1% | $4,696-39.4% | $2,342+21.4% |
| Participant deferral / active EE | $5,710 | $5,051+13.0% | $6,247-8.6% | $3,332+71.4% |
| Admin fee / account holder | $32 | $5,420-99.4% | $9,244-99.7% | $4,645-99.3% |