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 | $103,552 | $107,353-3.5% | $92,903+11.5% | $152,885-32.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.99% | 145.62%-117.6pp | 109.43%-81.4pp | 345.39%-317.4pp |
| Employer contribution / active EE | $8,288 | $4,222+96.3% | $3,653+126.9% | $4,763+74.0% |
| Participant deferral / active EE | $11,365 | $4,848+134.5% | $4,238+168.2% | $5,851+94.2% |
| Admin fee / account holder | $26 | $7,081-99.6% | $5,795-99.6% | $11,598-99.8% |