Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,191 | $176,120-61.3% | $159,487-57.2% | $167,553-59.3% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.37% | 331.95%-317.6pp | 263.71%-249.3pp | 478.89%-464.5pp |
| Employer contribution / active EE | $12,672 | $5,299+139.1% | $4,831+162.3% | $4,840+161.8% |
| Participant deferral / active EE | $7,389 | $7,752-4.7% | $7,354+0.5% | $6,343+16.5% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |