Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $119,233 | $202,345-41.1% | $172,755-31.0% | $152,885-22.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.81% | 1029.77%-1011.0pp | 802.94%-784.1pp | 345.39%-326.6pp |
| Employer contribution / active EE | $1,370 | $5,858-76.6% | $5,144-73.4% | $4,763-71.2% |
| Participant deferral / active EE | $7,462 | $5,948+25.4% | $5,198+43.6% | $5,851+27.5% |
| Admin fee / account holder | $11 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |