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 | $131,201 | $171,867-23.7% | $149,721-12.4% | $147,586-11.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.81% | 2113.36%-2094.5pp | 1501.67%-1482.9pp | 578.59%-559.8pp |
| Employer contribution / active EE | $2,285 | $6,275-63.6% | $5,444-58.0% | $4,876-53.2% |
| Participant deferral / active EE | $5,369 | $7,270-26.1% | $6,568-18.3% | $5,439-1.3% |
| Admin fee / account holder | $115 | $13,799-99.2% | $11,282-99.0% | $10,886-98.9% |