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 | $176,105-100.0% | $159,474-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 14.22% | 331.91%-317.7pp | 263.68%-249.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $3,144 | $5,299-40.7% | $4,831-34.9% | $4,839-35.0% |
| Participant deferral / active EE | $6,222 | $7,751-19.7% | $7,353-15.4% | $6,342-1.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |