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 | $72,327 | $110,337-34.4% | $102,383-29.4% | $145,877-50.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 423.99% | 24.83%+399.2pp | 24.94%+399.1pp | 551.28%-127.3pp |
| Employer contribution / active EE | $2,223 | $4,216-47.3% | $3,870-42.6% | $4,663-52.3% |
| Participant deferral / active EE | $7,936 | $5,621+41.2% | $5,060+56.8% | $6,691+18.6% |
| Admin fee / account holder | $246 | $9,750-97.5% | $8,391-97.1% | $13,402-98.2% |