Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $89,085 | $81,668+9.1% | $58,507+52.3% | $139,487-36.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.77% | 7430.07%-7413.3pp | 4252.32%-4235.5pp | 373.84%-357.1pp |
| Employer contribution / active EE | $3,523 | $1,398+152.1% | $1,053+234.5% | $4,755-25.9% |
| Participant deferral / active EE | $12,567 | $2,554+392.1% | $1,922+553.7% | $6,713+87.2% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |