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 | $113,890 | $175,231-35.0% | $149,696-23.9% | $139,466-18.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.28% | 166.77%-153.5pp | 134.46%-121.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $10,508 | $5,478+91.8% | $4,821+118.0% | $4,754+121.0% |
| Participant deferral / active EE | $7,835 | $6,521+20.1% | $5,682+37.9% | $6,712+16.7% |
| Admin fee / account holder | $149 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |