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 | $92,477 | $150,447-38.5% | $136,298-32.2% | $147,586-37.3% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 14.17% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $5,561 | $5,256+5.8% | $4,696+18.4% | $4,876+14.0% |
| Participant deferral / active EE | $2,459 | $6,631-62.9% | $6,247-60.6% | $5,439-54.8% |
| Admin fee / account holder | $121 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |