Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,776 | $226,105-87.7% | $182,540-84.8% | $152,897-81.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 74.86% | 192.58%-117.7pp | 148.58%-73.7pp | 345.43%-270.6pp |
| Employer contribution / active EE | $7,500 | $4,978+50.7% | $4,076+84.0% | $4,764+57.4% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |