Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $145,587 | $160,028-9.0% | $147,080-1.0% | $145,884-0.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.08% | 98.60%-79.5pp | 420.17%-401.1pp | 551.85%-532.8pp |
| Employer contribution / active EE | $6,458 | $5,286+22.2% | $4,933+30.9% | $4,662+38.5% |
| Participant deferral / active EE | $31,559 | $8,422+274.7% | $8,066+291.2% | $6,690+371.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |