Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $143,377 | $176,105-18.6% | $159,474-10.1% | $167,536-14.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.03% | 331.91%-311.9pp | 263.68%-243.6pp | 478.82%-458.8pp |
| Employer contribution / active EE | $19,011 | $5,299+258.8% | $4,831+293.5% | $4,839+292.9% |
| Participant deferral / active EE | $12,814 | $7,751+65.3% | $7,353+74.3% | $6,342+102.0% |
| Admin fee / account holder | $56 | $12,559-99.6% | $10,802-99.5% | $12,315-99.5% |