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 | $0 | $88,702-100.0% | $81,780-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 13.60% | 1029.12%-1015.5pp | 776.27%-762.7pp | 550.52%-536.9pp |
| Employer contribution / active EE | $21,390 | $3,084+593.5% | $2,914+634.1% | $4,662+358.8% |
| Participant deferral / active EE | $8,913 | $4,645+91.9% | $4,321+106.3% | $6,690+33.2% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |