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 | $104,163 | $209,428-50.3% | $178,498-41.6% | $158,950-34.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.85% | 188.78%-169.9pp | 151.09%-132.2pp | 302.91%-284.1pp |
| Employer contribution / active EE | $9,214 | $5,707+61.4% | $5,011+83.9% | $4,762+93.5% |
| Participant deferral / active EE | $4,674 | $5,955-21.5% | $5,202-10.1% | $5,983-21.9% |
| Admin fee / account holder | $218 | $17,077-98.7% | $13,985-98.4% | $11,248-98.1% |