Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $139,987 | $159,978-12.5% | $147,041-4.8% | $145,978-4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.20% | 98.36%-81.2pp | 419.21%-402.0pp | 550.52%-533.3pp |
| Employer contribution / active EE | $42,750 | $5,288+708.4% | $4,935+766.3% | $4,662+817.0% |
| Participant deferral / active EE | $18,250 | $8,429+116.5% | $8,071+126.1% | $6,690+172.8% |
| Admin fee / account holder | $75 | $15,053-99.5% | $13,006-99.4% | $13,400-99.4% |