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 | $113,226 | $102,663+10.3% | $86,216+31.3% | $139,466-18.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.73% | 1924.52%-1903.8pp | 1169.42%-1148.7pp | 373.66%-352.9pp |
| Employer contribution / active EE | $949 | $3,035-68.7% | $2,382-60.1% | $4,754-80.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $297 | $8,663-96.6% | $6,853-95.7% | $11,409-97.4% |