Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $49,647 | $102,663-51.6% | $86,216-42.4% | $139,466-64.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.67% | 1924.52%-1904.8pp | 1169.42%-1149.7pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,781 | $4,677+45.0% | $3,986+70.1% | $6,712+1.0% |
| Admin fee / account holder | $183 | $8,663-97.9% | $6,853-97.3% | $11,409-98.4% |