Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,172 | $226,135-85.8% | $182,558-82.4% | $152,909-79.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 38.45% | 192.60%-154.2pp | 148.59%-110.1pp | 345.46%-307.0pp |
| Employer contribution / active EE | $11,663 | $4,979+134.2% | $4,076+186.1% | $4,764+144.8% |
| Participant deferral / active EE | $10,319 | $6,371+62.0% | $5,526+86.7% | $5,851+76.3% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |