Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $112,893 | $160,070-29.5% | $147,117-23.3% | $145,897-22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.60% | 98.69%-79.1pp | 420.54%-400.9pp | 552.29%-532.7pp |
| Employer contribution / active EE | $17,923 | $5,285+239.2% | $4,932+263.4% | $4,663+284.4% |
| Participant deferral / active EE | $13,012 | $8,419+54.6% | $8,065+61.4% | $6,689+94.5% |
| Admin fee / account holder | $189 | $15,035-98.7% | $12,993-98.5% | $13,390-98.6% |