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 | $64,065 | $176,120-63.6% | $159,487-59.8% | $167,553-61.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.83% | 331.95%-313.1pp | 263.71%-244.9pp | 478.89%-460.1pp |
| Employer contribution / active EE | $6,862 | $5,299+29.5% | $4,831+42.0% | $4,840+41.8% |
| Participant deferral / active EE | $3,401 | $7,752-56.1% | $7,354-53.7% | $6,343-46.4% |
| Admin fee / account holder | $168 | $12,561-98.7% | $10,804-98.4% | $12,316-98.6% |