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 | $38,901 | $183,988-78.9% | $162,177-76.0% | $152,897-74.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 41.34% | 150.79%-109.4pp | 115.60%-74.3pp | 345.43%-304.1pp |
| Employer contribution / active EE | $2,759 | $6,370-56.7% | $5,613-50.9% | $4,764-42.1% |
| Participant deferral / active EE | $3,584 | $8,032-55.4% | $7,297-50.9% | $5,851-38.7% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |