Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,975 | $168,626-81.6% | $133,698-76.8% | $145,897-78.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 13.75% | 1168.99%-1155.2pp | 580.90%-567.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $7,212 | $5,290+36.3% | $4,218+71.0% | $4,663+54.7% |
| Participant deferral / active EE | $16,111 | $8,688+85.4% | $7,016+129.6% | $6,689+140.9% |
| Admin fee / account holder | $79 | $9,638-99.2% | $6,703-98.8% | $13,390-99.4% |