Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $173,397-58.0% | $135,987-46.5% | $145,877-50.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 15.86% | 1166.18%-1150.3pp | 580.01%-564.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,723 | $8,710+103.5% | $7,027+152.2% | $6,691+164.9% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |