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 | $70,636 | $160,028-55.9% | $147,080-52.0% | $145,884-51.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 42.02% | 98.60%-56.6pp | 420.17%-378.1pp | 551.85%-509.8pp |
| Employer contribution / active EE | $7,101 | $5,286+34.3% | $4,933+43.9% | $4,662+52.3% |
| Participant deferral / active EE | $3,669 | $8,422-56.4% | $8,066-54.5% | $6,690-45.2% |
| Admin fee / account holder | $23 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |