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 | $38,645 | $67,823-43.0% | $52,425-26.3% | $137,256-71.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 83.87% | 219.11%-135.2pp | 302.12%-218.3pp | 220.34%-136.5pp |
| Employer contribution / active EE | $4,450 | $1,163+282.6% | $914+386.8% | $4,156+7.1% |
| Participant deferral / active EE | $26,425 | $2,288+1055.0% | $1,790+1375.9% | $6,407+312.5% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |