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 | $139,525 | $102,595+36.0% | $94,057+48.3% | $154,746-9.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.13% | 583.42%-572.3pp | 480.62%-469.5pp | 172.34%-161.2pp |
| Employer contribution / active EE | $5,176 | $3,147+64.5% | $2,933+76.5% | $4,379+18.2% |
| Participant deferral / active EE | $12,833 | $5,118+150.7% | $4,709+172.5% | $6,730+90.7% |
| Admin fee / account holder | $199 | $7,736-97.4% | $7,244-97.2% | $14,365-98.6% |