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 | $103,298 | $167,353-38.3% | $143,797-28.2% | $134,545-23.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 179.39% | 0.48%+178.9pp | -0.04%+179.4pp | 418.37%-239.0pp |
| Employer contribution / active EE | $2,277 | $5,620-59.5% | $4,952-54.0% | $4,742-52.0% |
| Participant deferral / active EE | $5,748 | $6,447-10.8% | $5,638+2.0% | $6,401-10.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |