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 | $135,011 | $183,539-26.4% | $155,556-13.2% | $145,897-7.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.26% | 61.31%-47.0pp | 64.84%-50.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $10,663 | $5,315+100.6% | $4,675+128.1% | $4,663+128.7% |
| Participant deferral / active EE | $9,032 | $6,467+39.7% | $5,631+60.4% | $6,689+35.0% |
| Admin fee / account holder | $1 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |