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 | $155,151 | $159,978-3.0% | $147,041+5.5% | $145,978+6.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.70% | 98.36%-84.7pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $3,160 | $5,288-40.2% | $4,935-36.0% | $4,662-32.2% |
| Participant deferral / active EE | $8,004 | $8,429-5.0% | $8,071-0.8% | $6,690+19.6% |
| Admin fee / account holder | $163 | $15,053-98.9% | $13,006-98.7% | $13,400-98.8% |