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 | $97,127 | $150,442-35.4% | $136,295-28.7% | $147,585-34.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 64.30% | 1049.09%-984.8pp | 5155.97%-5091.7pp | 578.56%-514.3pp |
| Employer contribution / active EE | $2,783 | $5,256-47.0% | $4,695-40.7% | $4,876-42.9% |
| Participant deferral / active EE | $4,731 | $6,630-28.6% | $6,247-24.3% | $5,439-13.0% |
| Admin fee / account holder | $28 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |