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 | $155,692 | $160,070-2.7% | $147,117+5.8% | $145,897+6.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.52% | 98.69%-74.2pp | 420.54%-396.0pp | 552.29%-527.8pp |
| Employer contribution / active EE | $6,120 | $5,285+15.8% | $4,932+24.1% | $4,663+31.3% |
| Participant deferral / active EE | $27,667 | $8,419+228.6% | $8,065+243.1% | $6,689+313.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |