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 | $72,808 | $168,626-56.8% | $133,698-45.5% | $145,897-50.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 15.86% | 1168.99%-1153.1pp | 580.90%-565.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,723 | $8,688+104.0% | $7,016+152.6% | $6,689+164.9% |
| Admin fee / account holder | $0 | $9,638-100.0% | $6,703-100.0% | $13,390-100.0% |