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 | $156,727 | $97,761+60.3% | $83,850+86.9% | $135,382+15.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.85% | 1287.44%-1281.6pp | 850.92%-845.1pp | 519.77%-513.9pp |
| Employer contribution / active EE | $1,979 | $4,222-53.1% | $3,631-45.5% | $4,779-58.6% |
| Participant deferral / active EE | $11,200 | $4,682+139.2% | $4,082+174.4% | $5,609+99.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |