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 | $76,707 | $114,130-32.8% | $96,192-20.3% | $167,553-54.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.81% | 190.07%-171.3pp | 192.09%-173.3pp | 478.89%-460.1pp |
| Employer contribution / active EE | $4,777 | $3,431+39.2% | $2,799+70.6% | $4,840-1.3% |
| Participant deferral / active EE | $12,823 | $5,198+146.7% | $4,351+194.7% | $6,343+102.2% |
| Admin fee / account holder | $299 | $6,901-95.7% | $5,539-94.6% | $12,316-97.6% |