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 | $95,368 | $39,798+139.6% | $67,704+40.9% | $59,633+59.9% |
| Participation rate | 95.2% | 57.4%+37.9pp | 67.5%+27.7pp | 68.7%+26.6pp |
| Annual return | 410.35% | 89.94%+320.4pp | 25.41%+384.9pp | 2041.45%-1631.1pp |
| Employer contribution / active EE | $15,873 | $1,393+1039.5% | $2,559+520.2% | $2,203+620.6% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |