Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,464 | $112,933-67.7% | $90,970-59.9% | $158,982-77.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.67% | 215.82%-196.2pp | 134.60%-114.9pp | 302.99%-283.3pp |
| Employer contribution / active EE | $9,209 | $2,893+218.3% | $2,122+334.0% | $4,763+93.4% |
| Participant deferral / active EE | $11,750 | $4,128+184.7% | $3,373+248.4% | $5,983+96.4% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |