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 | $142,945 | $144,124-0.8% | $117,857+21.3% | $147,585-3.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.50% | 531.17%-510.7pp | 335.09%-314.6pp | 578.57%-558.1pp |
| Employer contribution / active EE | $15,493 | $4,897+216.4% | $3,786+309.2% | $4,876+217.7% |
| Participant deferral / active EE | $14,800 | $5,316+178.4% | $4,482+230.2% | $5,439+172.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |