Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $91,797 | $88,778+3.4% | $81,844+12.2% | $145,884-37.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.77% | 1033.03%-1020.3pp | 778.87%-766.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $4,822 | $3,087+56.2% | $2,916+65.3% | $4,662+3.4% |
| Participant deferral / active EE | $9,190 | $4,648+97.7% | $4,323+112.6% | $6,690+37.4% |
| Admin fee / account holder | $87 | $8,430-99.0% | $7,355-98.8% | $13,392-99.3% |