Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $135,358 | $183,516-26.2% | $155,534-13.0% | $145,884-7.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 116.72% | 61.43%+55.3pp | 64.92%+51.8pp | 551.85%-435.1pp |
| Employer contribution / active EE | $42,360 | $5,315+697.0% | $4,675+806.1% | $4,662+808.6% |
| Participant deferral / active EE | $15,600 | $6,467+141.2% | $5,630+177.1% | $6,690+133.2% |
| Admin fee / account holder | $43 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |