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 | $107,285 | $150,442-28.7% | $136,295-21.3% | $147,585-27.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.70% | 1049.09%-1032.4pp | 5155.97%-5139.3pp | 578.56%-561.9pp |
| Employer contribution / active EE | $2,967 | $5,256-43.6% | $4,695-36.8% | $4,876-39.2% |
| Participant deferral / active EE | $5,842 | $6,630-11.9% | $6,247-6.5% | $5,439+7.4% |
| Admin fee / account holder | $213 | $10,905-98.0% | $9,243-97.7% | $10,885-98.0% |