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 | $51,041 | $148,582-65.6% | $135,942-62.5% | $139,456-63.4% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 175.93% | 79.26%+96.7pp | 68.28%+107.7pp | 373.45%-197.5pp |
| Employer contribution / active EE | $4,572 | $5,245-12.8% | $4,858-5.9% | $4,753-3.8% |
| Participant deferral / active EE | $12,724 | $8,101+57.1% | $7,759+64.0% | $6,711+89.6% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |