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 | $85,634 | $202,342-57.7% | $172,752-50.4% | $152,897-44.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.05% | 1029.83%-1006.8pp | 802.97%-779.9pp | 345.43%-322.4pp |
| Employer contribution / active EE | $2,918 | $5,858-50.2% | $5,144-43.3% | $4,764-38.7% |
| Participant deferral / active EE | $6,665 | $5,948+12.0% | $5,198+28.2% | $5,851+13.9% |
| Admin fee / account holder | $4 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |