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 | $32,736 | $165,361-80.2% | $149,715-78.1% | $158,950-79.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 49.32% | 348.24%-298.9pp | 276.66%-227.3pp | 302.91%-253.6pp |
| Employer contribution / active EE | $12,328 | $5,103+141.6% | $4,645+165.4% | $4,762+158.9% |
| Participant deferral / active EE | $8,914 | $7,182+24.1% | $6,842+30.3% | $5,983+49.0% |
| Admin fee / account holder | $197 | $10,808-98.2% | $9,310-97.9% | $11,248-98.2% |