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 | $132,916 | $209,428-36.5% | $178,498-25.5% | $158,950-16.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.41% | 188.78%-175.4pp | 151.09%-137.7pp | 302.91%-289.5pp |
| Employer contribution / active EE | $1,200 | $5,707-79.0% | $5,011-76.1% | $4,762-74.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24 | $17,077-99.9% | $13,985-99.8% | $11,248-99.8% |