Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $164,962 | $73,518+124.4% | $63,005+161.8% | $147,585+11.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.96% | 175.46%-166.5pp | 87.59%-78.6pp | 578.58%-569.6pp |
| Employer contribution / active EE | $1,462 | $3,322-56.0% | $2,760-47.0% | $4,876-70.0% |
| Participant deferral / active EE | $2,004 | $4,183-52.1% | $3,329-39.8% | $5,439-63.1% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |