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 | $112,753 | $176,688-36.2% | $130,660-13.7% | $152,909-26.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.72% | 2693.08%-2670.4pp | 1709.29%-1686.6pp | 345.46%-322.7pp |
| Employer contribution / active EE | $1,703 | $5,743-70.3% | $4,092-58.4% | $4,764-64.2% |
| Participant deferral / active EE | $4,673 | $4,362+7.1% | $3,603+29.7% | $5,851-20.1% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |