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 | $89,966 | $150,446-40.2% | $136,297-34.0% | $147,585-39.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.99% | 1049.14%-1031.2pp | 5156.19%-5138.2pp | 578.58%-560.6pp |
| Employer contribution / active EE | $1,346 | $5,256-74.4% | $4,696-71.3% | $4,876-72.4% |
| Participant deferral / active EE | $10,077 | $6,631+52.0% | $6,247+61.3% | $5,439+85.3% |
| Admin fee / account holder | $290 | $10,906-97.3% | $9,244-96.9% | $10,886-97.3% |