Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,677 | $109,863-34.8% | $98,477-27.2% | $167,518-57.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.15% | 1958.09%-1942.9pp | 1493.59%-1478.4pp | 478.71%-463.6pp |
| Employer contribution / active EE | $6,395 | $3,225+98.3% | $2,961+116.0% | $4,838+32.2% |
| Participant deferral / active EE | $11,400 | $4,673+143.9% | $4,276+166.6% | $6,342+79.7% |
| Admin fee / account holder | $263 | $6,755-96.1% | $5,951-95.6% | $12,312-97.9% |