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 | $44,050 | $88,815-50.4% | $81,882-46.2% | $145,897-69.8% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 67.99% | 1033.75%-965.8pp | 779.47%-711.5pp | 552.29%-484.3pp |
| Employer contribution / active EE | $4,956 | $3,086+60.6% | $2,916+70.0% | $4,663+6.3% |
| Participant deferral / active EE | $10,798 | $4,647+132.4% | $4,323+149.8% | $6,689+61.4% |
| Admin fee / account holder | $10 | $8,434-99.9% | $7,360-99.9% | $13,390-99.9% |