Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $70,690 | $884,045-92.0% | $453,569-84.4% | $167,518-57.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 111.07% | 29.49%+81.6pp | 64.43%+46.6pp | 478.71%-367.6pp |
| Employer contribution / active EE | $28,125 | $5,538+407.9% | $4,072+590.7% | $4,838+481.3% |
| Participant deferral / active EE | $23,672 | $7,898+199.7% | $6,211+281.1% | $6,342+273.3% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,214-100.0% | $12,312-100.0% |