Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $139,309 | $110,410+26.2% | $102,437+36.0% | $145,897-4.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 139.15% | 24.85%+114.3pp | 24.95%+114.2pp | 552.29%-413.1pp |
| Employer contribution / active EE | $3,085 | $4,217-26.8% | $3,871-20.3% | $4,663-33.8% |
| Participant deferral / active EE | $8,986 | $5,622+59.8% | $5,060+77.6% | $6,689+34.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |