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 | $84,189 | $209,888-59.9% | $189,545-55.6% | $167,553-49.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.56% | 748.66%-729.1pp | 555.36%-535.8pp | 478.89%-459.3pp |
| Employer contribution / active EE | $2,172 | $6,915-68.6% | $6,162-64.8% | $4,840-55.1% |
| Participant deferral / active EE | $7,252 | $8,934-18.8% | $8,220-11.8% | $6,343+14.3% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |