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 | $51,570 | $72,071-28.4% | $68,368-24.6% | $137,256-62.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 112.64% | 353.14%-240.5pp | 292.57%-179.9pp | 220.34%-107.7pp |
| Employer contribution / active EE | $6,311 | $2,788+126.4% | $2,649+138.2% | $4,156+51.9% |
| Participant deferral / active EE | $6,311 | $4,410+43.1% | $4,123+53.1% | $6,407-1.5% |
| Admin fee / account holder | $72 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |