Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,737 | $114,073-49.4% | $96,161-40.0% | $167,518-65.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.31% | 189.95%-179.6pp | 192.01%-181.7pp | 478.71%-468.4pp |
| Employer contribution / active EE | $5,000 | $3,428+45.8% | $2,798+78.7% | $4,838+3.3% |
| Participant deferral / active EE | $8,974 | $5,195+72.7% | $4,349+106.3% | $6,342+41.5% |
| Admin fee / account holder | $212 | $6,899-96.9% | $5,538-96.2% | $12,312-98.3% |