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 | $73,194 | $97,732-25.1% | $83,831-12.7% | $135,380-45.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.83% | 1287.56%-1285.7pp | 850.99%-849.2pp | 519.81%-518.0pp |
| Employer contribution / active EE | $21,824 | $4,222+416.9% | $3,631+501.0% | $4,779+356.7% |
| Participant deferral / active EE | $14,951 | $4,683+219.3% | $4,082+266.3% | $5,609+166.6% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |