Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $59,796 | $160,040-62.6% | $147,096-59.3% | $145,877-59.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.33% | 98.49%-82.2pp | 419.75%-403.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $3,333 | $5,289-37.0% | $4,936-32.5% | $4,663-28.5% |
| Participant deferral / active EE | $6,667 | $8,429-20.9% | $8,071-17.4% | $6,691-0.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |