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 | $151,905 | $160,070-5.1% | $147,117+3.3% | $145,897+4.1% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 16.50% | 98.69%-82.2pp | 420.54%-404.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $15,080 | $5,285+185.4% | $4,932+205.7% | $4,663+223.4% |
| Participant deferral / active EE | $8,526 | $8,419+1.3% | $8,065+5.7% | $6,689+27.5% |
| Admin fee / account holder | $232 | $15,035-98.5% | $12,993-98.2% | $13,390-98.3% |