Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $56,543 | $68,398-17.3% | $94,664-40.3% | $75,173-24.8% |
| Participation rate | 92.6% | 76.1%+16.5pp | 80.8%+11.8pp | 67.2%+25.4pp |
| Annual return | 41.44% | 616.72%-575.3pp | 156.84%-115.4pp | 160.72%-119.3pp |
| Employer contribution / active EE | $9,440 | $2,701+249.5% | $3,673+157.0% | $2,671+253.5% |
| Participant deferral / active EE | $13,773 | $6,537+110.7% | $7,417+85.7% | $4,126+233.8% |
| Admin fee / account holder | $158 | $5,324-97.0% | $7,222-97.8% | $5,651-97.2% |