Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,129 | $175,257-76.0% | $149,717-71.9% | $139,456-69.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.99% | 166.70%-146.7pp | 134.41%-114.4pp | 373.45%-353.5pp |
| Employer contribution / active EE | $13,243 | $5,477+141.8% | $4,820+174.8% | $4,753+178.6% |
| Participant deferral / active EE | $7,282 | $6,521+11.7% | $5,682+28.2% | $6,711+8.5% |
| Admin fee / account holder | $206 | $16,156-98.7% | $13,213-98.4% | $11,407-98.2% |