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 | $100,147 | $129,737-22.8% | $119,126-15.9% | $154,746-35.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 90.61% | 379.08%-288.5pp | 282.11%-191.5pp | 172.34%-81.7pp |
| Employer contribution / active EE | $2,040 | $4,375-53.4% | $4,034-49.4% | $4,379-53.4% |
| Participant deferral / active EE | $11,265 | $5,842+92.8% | $5,318+111.8% | $6,730+67.4% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |