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 | $157,044 | $184,000-14.7% | $162,185-3.2% | $152,909+2.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.95% | 150.80%-130.8pp | 115.61%-95.7pp | 345.46%-325.5pp |
| Employer contribution / active EE | $15,460 | $6,370+142.7% | $5,613+175.4% | $4,764+224.5% |
| Participant deferral / active EE | $11,829 | $8,033+47.3% | $7,297+62.1% | $5,851+102.2% |
| Admin fee / account holder | $53 | $13,124-99.6% | $10,844-99.5% | $11,601-99.5% |