Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $117,949 | $160,040-26.3% | $147,096-19.8% | $145,877-19.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.78% | 98.49%-75.7pp | 419.75%-397.0pp | 551.28%-528.5pp |
| Employer contribution / active EE | $14,392 | $5,289+172.1% | $4,936+191.6% | $4,663+208.7% |
| Participant deferral / active EE | $16,586 | $8,429+96.8% | $8,071+105.5% | $6,691+147.9% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.8% |