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 | $93,181 | $202,345-53.9% | $172,755-46.1% | $152,885-39.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.33% | 1029.77%-1008.4pp | 802.94%-781.6pp | 345.39%-324.1pp |
| Employer contribution / active EE | $8,038 | $5,858+37.2% | $5,144+56.3% | $4,763+68.8% |
| Participant deferral / active EE | $8,379 | $5,948+40.9% | $5,198+61.2% | $5,851+43.2% |
| Admin fee / account holder | $55 | $17,111-99.7% | $13,955-99.6% | $11,598-99.5% |