Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $90,976 | $217,427-58.2% | $185,837-51.0% | $167,518-45.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 49.85% | 148.39%-98.5pp | 122.08%-72.2pp | 478.71%-428.9pp |
| Employer contribution / active EE | $55,095 | $5,874+837.9% | $5,168+966.1% | $4,838+1038.7% |
| Participant deferral / active EE | $15,608 | $6,357+145.5% | $5,568+180.3% | $6,342+146.1% |
| Admin fee / account holder | $246 | $19,816-98.8% | $16,241-98.5% | $12,312-98.0% |