Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $102,195 | $150,442-32.1% | $136,295-25.0% | $147,585-30.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.16% | 1049.09%-1032.9pp | 5155.97%-5139.8pp | 578.56%-562.4pp |
| Employer contribution / active EE | $1,895 | $5,256-63.9% | $4,695-59.6% | $4,876-61.1% |
| Participant deferral / active EE | $4,663 | $6,630-29.7% | $6,247-25.4% | $5,439-14.3% |
| Admin fee / account holder | $282 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |