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 | $132,337 | $202,460-34.6% | $169,385-21.9% | $139,456-5.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.97% | 532.07%-512.1pp | 405.82%-385.8pp | 373.45%-353.5pp |
| Employer contribution / active EE | $3,067 | $4,691-34.6% | $4,012-23.6% | $4,753-35.5% |
| Participant deferral / active EE | $18,274 | $6,938+163.4% | $6,221+193.7% | $6,711+172.3% |
| Admin fee / account holder | $20 | $10,719-99.8% | $9,011-99.8% | $11,407-99.8% |