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 | $130,358 | $180,749-27.9% | $160,784-18.9% | $137,256-5.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.60% | 2234.46%-2216.9pp | 1803.92%-1786.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,111 | $4,155+23.0% | $3,733+36.9% | $4,156+23.0% |
| Participant deferral / active EE | $6,157 | $6,844-10.0% | $6,293-2.2% | $6,407-3.9% |
| Admin fee / account holder | $25 | $10,397-99.8% | $9,717-99.7% | $12,270-99.8% |