Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,450 | $209,422-85.5% | $178,503-82.9% | $158,982-80.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.42% | 188.81%-179.4pp | 151.12%-141.7pp | 302.99%-293.6pp |
| Employer contribution / active EE | $7,167 | $5,707+25.6% | $5,011+43.0% | $4,763+50.5% |
| Participant deferral / active EE | $9,917 | $5,955+66.5% | $5,202+90.6% | $5,983+65.7% |
| Admin fee / account holder | $2 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |