Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $107,502 | $96,678+11.2% | $86,640+24.1% | $139,466-22.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 21.58% | 106.69%-85.1pp | 592.52%-570.9pp | 373.66%-352.1pp |
| Employer contribution / active EE | $14,811 | $3,265+353.6% | $3,024+389.7% | $4,754+211.5% |
| Participant deferral / active EE | $5,083 | $4,837+5.1% | $4,438+14.5% | $6,712-24.3% |
| Admin fee / account holder | $26 | $6,410-99.6% | $5,616-99.5% | $11,409-99.8% |