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 | $78,660 | $176,688-55.5% | $130,660-39.8% | $152,909-48.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 19.40% | 2693.08%-2673.7pp | 1709.29%-1689.9pp | 345.46%-326.1pp |
| Employer contribution / active EE | $2,911 | $5,743-49.3% | $4,092-28.9% | $4,764-38.9% |
| Participant deferral / active EE | $9,968 | $4,362+128.5% | $3,603+176.6% | $5,851+70.3% |
| Admin fee / account holder | $15 | $7,131-99.8% | $5,463-99.7% | $11,601-99.9% |