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 | $100,844 | $102,663-1.8% | $86,216+17.0% | $139,466-27.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.79% | 1924.52%-1909.7pp | 1169.42%-1154.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $9,182 | $3,035+202.6% | $2,382+285.6% | $4,754+93.2% |
| Participant deferral / active EE | $9,336 | $4,677+99.6% | $3,986+134.2% | $6,712+39.1% |
| Admin fee / account holder | $106 | $8,663-98.8% | $6,853-98.5% | $11,409-99.1% |