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 | $88,343 | $88,754-0.5% | $81,820+8.0% | $145,877-39.4% |
| Participation rate | 94.1% | 75.1%+19.0pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 14.13% | 1031.77%-1017.6pp | 777.93%-763.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $4,734 | $3,085+53.4% | $2,915+62.4% | $4,663+1.5% |
| Participant deferral / active EE | $12,214 | $4,648+162.8% | $4,323+182.6% | $6,691+82.6% |
| Admin fee / account holder | $232 | $8,424-97.2% | $7,391-96.9% | $13,402-98.3% |