Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,938 | $106,008-51.0% | $92,240-43.7% | $147,586-64.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 41.97% | 50.05%-8.1pp | 176.29%-134.3pp | 578.59%-536.6pp |
| Employer contribution / active EE | $8,974 | $4,333+107.1% | $3,680+143.9% | $4,876+84.0% |
| Participant deferral / active EE | $8,019 | $4,478+79.1% | $3,897+105.8% | $5,439+47.4% |
| Admin fee / account holder | $10 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |