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 | $79,371 | $109,411-27.5% | $89,435-11.3% | $158,982-50.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 27.54% | 345.68%-318.1pp | 245.55%-218.0pp | 302.99%-275.5pp |
| Employer contribution / active EE | $19,852 | $3,173+525.7% | $2,587+667.3% | $4,763+316.8% |
| Participant deferral / active EE | $16,960 | $4,600+268.7% | $3,890+335.9% | $5,983+183.4% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |