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 | $172,592 | $159,934+7.9% | $147,005+17.4% | $145,959+18.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.23% | 98.24%-82.0pp | 418.76%-402.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $2,697 | $5,287-49.0% | $4,934-45.3% | $4,661-42.1% |
| Participant deferral / active EE | $5,706 | $8,427-32.3% | $8,070-29.3% | $6,689-14.7% |
| Admin fee / account holder | $251 | $15,053-98.3% | $13,006-98.1% | $13,398-98.1% |