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 | $160,794 | $88,754+81.2% | $81,820+96.5% | $145,877+10.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.67% | 1031.77%-1003.1pp | 777.93%-749.3pp | 551.28%-522.6pp |
| Employer contribution / active EE | $2,693 | $3,085-12.7% | $2,915-7.6% | $4,663-42.2% |
| Participant deferral / active EE | $2,785 | $4,648-40.1% | $4,323-35.6% | $6,691-58.4% |
| Admin fee / account holder | $19 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |