Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,442 | $183,978-62.8% | $162,171-57.8% | $152,885-55.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 35.98% | 150.78%-114.8pp | 115.60%-79.6pp | 345.39%-309.4pp |
| Employer contribution / active EE | $10,774 | $6,370+69.1% | $5,613+91.9% | $4,763+126.2% |
| Participant deferral / active EE | $6,900 | $8,033-14.1% | $7,297-5.4% | $5,851+17.9% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |