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 | $140,030 | $184,000-23.9% | $162,185-13.7% | $152,909-8.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.57% | 150.80%-127.2pp | 115.61%-92.0pp | 345.46%-321.9pp |
| Employer contribution / active EE | $15,825 | $6,370+148.4% | $5,613+181.9% | $4,764+232.2% |
| Participant deferral / active EE | $18,488 | $8,033+130.2% | $7,297+153.4% | $5,851+216.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |