Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $100,499 | $160,028-37.2% | $147,080-31.7% | $145,884-31.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.92% | 98.60%-84.7pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $8,373 | $5,286+58.4% | $4,933+69.7% | $4,662+79.6% |
| Participant deferral / active EE | $8,139 | $8,422-3.4% | $8,066+0.9% | $6,690+21.7% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |