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 | $137,830 | $175,259-21.4% | $149,723-7.9% | $139,487-1.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.85% | 166.82%-153.0pp | 134.50%-120.6pp | 373.84%-360.0pp |
| Employer contribution / active EE | $15,427 | $5,478+181.6% | $4,821+220.0% | $4,755+224.4% |
| Participant deferral / active EE | $15,641 | $6,522+139.8% | $5,682+175.3% | $6,713+133.0% |
| Admin fee / account holder | $55 | $16,158-99.7% | $13,215-99.6% | $11,407-99.5% |