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 | $114,456 | $106,905+7.1% | $84,020+36.2% | $152,885-25.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.68% | 105.00%-84.3pp | 71.31%-50.6pp | 345.39%-324.7pp |
| Employer contribution / active EE | $11,610 | $2,735+324.6% | $1,984+485.3% | $4,763+143.7% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $178 | $8,287-97.8% | $6,101-97.1% | $11,598-98.5% |