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 | $10,060 | $156,963-93.6% | $121,204-91.7% | $139,466-92.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 63.41% | 1476.75%-1413.3pp | 987.18%-923.8pp | 373.66%-310.3pp |
| Employer contribution / active EE | $4,442 | $5,544-19.9% | $4,170+6.5% | $4,754-6.6% |
| Participant deferral / active EE | $6,703 | $4,848+38.2% | $4,083+64.2% | $6,712-0.1% |
| Admin fee / account holder | $25 | $6,953-99.6% | $5,651-99.6% | $11,409-99.8% |