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 | $50,429 | $106,008-52.4% | $92,240-45.3% | $147,586-65.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.87% | 50.05%-31.2pp | 176.29%-157.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $10,119 | $4,333+133.5% | $3,680+175.0% | $4,876+107.5% |
| Participant deferral / active EE | $4,253 | $4,478-5.0% | $3,897+9.1% | $5,439-21.8% |
| Admin fee / account holder | $40 | $6,333-99.4% | $5,194-99.2% | $10,886-99.6% |