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 | $145,345 | $144,130+0.8% | $117,861+23.3% | $147,586-1.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 18.06% | 531.20%-513.1pp | 335.11%-317.0pp | 578.59%-560.5pp |
| Employer contribution / active EE | $13,824 | $4,897+182.3% | $3,786+265.1% | $4,876+183.5% |
| Participant deferral / active EE | $8,235 | $5,316+54.9% | $4,482+83.7% | $5,439+51.4% |
| Admin fee / account holder | $64 | $10,887-99.4% | $8,021-99.2% | $10,886-99.4% |