Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $48,453 | $96,419-49.7% | $80,648-39.9% | $139,487-65.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.71% | 1352.86%-1330.2pp | 937.21%-914.5pp | 373.84%-351.1pp |
| Employer contribution / active EE | $7,893 | $3,261+142.0% | $2,724+189.8% | $4,755+66.0% |
| Participant deferral / active EE | $11,791 | $5,225+125.7% | $4,443+165.4% | $6,713+75.7% |
| Admin fee / account holder | $168 | $6,605-97.5% | $5,382-96.9% | $11,407-98.5% |