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 | $105,596 | $202,342-47.8% | $172,753-38.9% | $152,909-30.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.71% | 1029.88%-1008.2pp | 803.00%-781.3pp | 345.46%-323.8pp |
| Employer contribution / active EE | $8,473 | $5,857+44.7% | $5,144+64.7% | $4,764+77.9% |
| Participant deferral / active EE | $5,559 | $5,948-6.5% | $5,198+6.9% | $5,851-5.0% |
| Admin fee / account holder | $186 | $17,112-98.9% | $13,956-98.7% | $11,601-98.4% |