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 | $103,528 | $160,028-35.3% | $147,080-29.6% | $145,884-29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 319.17% | 98.60%+220.6pp | 420.17%-101.0pp | 551.85%-232.7pp |
| Employer contribution / active EE | $2,975 | $5,286-43.7% | $4,933-39.7% | $4,662-36.2% |
| Participant deferral / active EE | $12,016 | $8,422+42.7% | $8,066+49.0% | $6,690+79.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |