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 | $111,110 | $109,905+1.1% | $98,506+12.8% | $167,553-33.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.72% | 1960.20%-1949.5pp | 1494.92%-1484.2pp | 478.89%-468.2pp |
| Employer contribution / active EE | $2,000 | $3,226-38.0% | $2,961-32.5% | $4,840-58.7% |
| Participant deferral / active EE | $4,903 | $4,674+4.9% | $4,277+14.6% | $6,343-22.7% |
| Admin fee / account holder | $20 | $6,760-99.7% | $5,955-99.7% | $12,316-99.8% |