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 | $128,714 | $99,011+30.0% | $86,582+48.7% | $147,586-12.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.61% | 1312.75%-1300.1pp | 965.08%-952.5pp | 578.59%-566.0pp |
| Employer contribution / active EE | $2,931 | $3,132-6.4% | $2,839+3.2% | $4,876-39.9% |
| Participant deferral / active EE | $9,375 | $3,972+136.0% | $3,609+159.8% | $5,439+72.4% |
| Admin fee / account holder | $75 | $5,709-98.7% | $4,904-98.5% | $10,886-99.3% |