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 | $101,237 | $180,749-44.0% | $160,784-37.0% | $137,256-26.2% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 25.85% | 2234.46%-2208.6pp | 1803.92%-1778.1pp | 220.34%-194.5pp |
| Employer contribution / active EE | $13,768 | $4,155+231.4% | $3,733+268.9% | $4,156+231.3% |
| Participant deferral / active EE | $18,210 | $6,844+166.1% | $6,293+189.4% | $6,407+184.2% |
| Admin fee / account holder | $67 | $10,397-99.4% | $9,717-99.3% | $12,270-99.5% |