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 | $77,778 | $88,778-12.4% | $81,844-5.0% | $145,884-46.7% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 12.88% | 1033.03%-1020.1pp | 778.87%-766.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $8,155 | $3,087+164.2% | $2,916+179.6% | $4,662+74.9% |
| Participant deferral / active EE | $8,410 | $4,648+80.9% | $4,323+94.5% | $6,690+25.7% |
| Admin fee / account holder | $10 | $8,430-99.9% | $7,355-99.9% | $13,392-99.9% |