Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $83,717 | $171,867-51.3% | $149,721-44.1% | $147,586-43.3% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 47.89% | 2113.36%-2065.5pp | 1501.67%-1453.8pp | 578.59%-530.7pp |
| Employer contribution / active EE | $1,655 | $6,275-73.6% | $5,444-69.6% | $4,876-66.1% |
| Participant deferral / active EE | $7,059 | $7,270-2.9% | $6,568+7.5% | $5,439+29.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |