Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $94,502 | $175,259-46.1% | $149,723-36.9% | $139,487-32.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.19% | 166.82%-135.6pp | 134.50%-103.3pp | 373.84%-342.7pp |
| Employer contribution / active EE | $13,009 | $5,478+137.5% | $4,821+169.8% | $4,755+173.6% |
| Participant deferral / active EE | $10,000 | $6,522+53.3% | $5,682+76.0% | $6,713+49.0% |
| Admin fee / account holder | $18 | $16,158-99.9% | $13,215-99.9% | $11,407-99.8% |