Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $166,729 | $176,077-5.3% | $159,455+4.6% | $167,518-0.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.93% | 331.83%-310.9pp | 263.63%-242.7pp | 478.71%-457.8pp |
| Employer contribution / active EE | $15,104 | $5,298+185.1% | $4,830+212.7% | $4,838+212.2% |
| Participant deferral / active EE | $12,711 | $7,751+64.0% | $7,353+72.9% | $6,342+100.4% |
| Admin fee / account holder | $115 | $12,556-99.1% | $10,800-98.9% | $12,312-99.1% |