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 | $165,593 | $96,691+71.3% | $86,656+91.1% | $139,487+18.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.60% | 106.87%-88.3pp | 593.09%-574.5pp | 373.84%-355.2pp |
| Employer contribution / active EE | $6,717 | $3,267+105.6% | $3,025+122.0% | $4,755+41.3% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |