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 | $51,325 | $160,040-67.9% | $147,096-65.1% | $145,877-64.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.67% | 98.49%-88.8pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $9,789 | $5,289+85.1% | $4,936+98.3% | $4,663+109.9% |
| Participant deferral / active EE | $12,439 | $8,429+47.6% | $8,071+54.1% | $6,691+85.9% |
| Admin fee / account holder | $21 | $15,050-99.9% | $13,005-99.8% | $13,402-99.8% |