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 | $84,372 | $118,467-28.8% | $98,450-14.3% | $139,456-39.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 59.26% | 18.95%+40.3pp | 21.16%+38.1pp | 373.45%-314.2pp |
| Employer contribution / active EE | $26,892 | $3,611+644.8% | $3,049+782.1% | $4,753+465.8% |
| Participant deferral / active EE | $20,106 | $5,393+272.8% | $4,739+324.3% | $6,711+199.6% |
| Admin fee / account holder | $20 | $14,057-99.9% | $8,961-99.8% | $11,407-99.8% |