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 | $48,022 | $102,663-53.2% | $86,216-44.3% | $139,466-65.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.81% | 1924.52%-1910.7pp | 1169.42%-1155.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $13,890 | $3,035+357.7% | $2,382+483.2% | $4,754+192.2% |
| Participant deferral / active EE | $9,030 | $4,677+93.0% | $3,986+126.5% | $6,712+34.5% |
| Admin fee / account holder | $60 | $8,663-99.3% | $6,853-99.1% | $11,409-99.5% |