Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $48,440 | $144,130-66.4% | $117,861-58.9% | $147,586-67.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.28% | 531.20%-511.9pp | 335.11%-315.8pp | 578.59%-559.3pp |
| Employer contribution / active EE | $13,417 | $4,897+174.0% | $3,786+254.3% | $4,876+175.1% |
| Participant deferral / active EE | $8,382 | $5,316+57.7% | $4,482+87.0% | $5,439+54.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |