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 | $21,043 | $149,040-85.9% | $120,225-82.5% | $137,256-84.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 29.60% | 605.68%-576.1pp | 439.23%-409.6pp | 220.34%-190.7pp |
| Employer contribution / active EE | $3,135 | $4,350-27.9% | $3,475-9.8% | $4,156-24.6% |
| Participant deferral / active EE | $4,598 | $4,655-1.2% | $3,999+15.0% | $6,407-28.2% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |