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 | $101,073 | $109,967-8.1% | $97,197+4.0% | $145,877-30.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.83% | 244.27%-233.4pp | 75.47%-64.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $16,849 | $3,077+447.6% | $2,723+518.8% | $4,663+261.3% |
| Participant deferral / active EE | $14,829 | $4,676+217.1% | $4,263+247.8% | $6,691+121.6% |
| Admin fee / account holder | $24 | $6,199-99.6% | $5,637-99.6% | $13,402-99.8% |