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 | $57,315 | $184,000-68.9% | $162,185-64.7% | $152,909-62.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 30.59% | 150.80%-120.2pp | 115.61%-85.0pp | 345.46%-314.9pp |
| Employer contribution / active EE | $2,217 | $6,370-65.2% | $5,613-60.5% | $4,764-53.5% |
| Participant deferral / active EE | $8,304 | $8,033+3.4% | $7,297+13.8% | $5,851+41.9% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |