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 | $86,252 | $160,040-46.1% | $147,096-41.4% | $145,877-40.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.05% | 98.49%-84.4pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $9,761 | $5,289+84.5% | $4,936+97.8% | $4,663+109.3% |
| Participant deferral / active EE | $7,622 | $8,429-9.6% | $8,071-5.6% | $6,691+13.9% |
| Admin fee / account holder | $241 | $15,050-98.4% | $13,005-98.1% | $13,402-98.2% |