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 | $175,257-35.0% | $149,717-23.9% | $139,456-18.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.28% | 166.70%-153.4pp | 134.41%-121.1pp | 373.45%-360.2pp |
| Employer contribution / active EE | $10,508 | $5,477+91.9% | $4,820+118.0% | $4,753+121.1% |
| Participant deferral / active EE | $7,835 | $6,521+20.1% | $5,682+37.9% | $6,711+16.7% |
| Admin fee / account holder | $149 | $16,156-99.1% | $13,213-98.9% | $11,407-98.7% |