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 | $93,155 | $96,678-3.6% | $86,640+7.5% | $139,466-33.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.12% | 106.69%-82.6pp | 592.52%-568.4pp | 373.66%-349.5pp |
| Employer contribution / active EE | $18,052 | $3,265+452.8% | $3,024+496.9% | $4,754+279.7% |
| Participant deferral / active EE | $5,525 | $4,837+14.2% | $4,438+24.5% | $6,712-17.7% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |