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 | $109,732 | $202,342-45.8% | $172,753-36.5% | $152,909-28.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 24.42% | 1029.88%-1005.5pp | 803.00%-778.6pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,382 | $5,857-76.4% | $5,144-73.1% | $4,764-71.0% |
| Participant deferral / active EE | $5,150 | $5,948-13.4% | $5,198-0.9% | $5,851-12.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |