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 | $72,146 | $176,120-59.0% | $159,487-54.8% | $167,553-56.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.23% | 331.95%-319.7pp | 263.71%-251.5pp | 478.89%-466.7pp |
| Employer contribution / active EE | $10,018 | $5,299+89.0% | $4,831+107.4% | $4,840+107.0% |
| Participant deferral / active EE | $18,133 | $7,752+133.9% | $7,354+146.6% | $6,343+185.9% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |