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 | $141,576 | $176,120-19.6% | $159,487-11.2% | $167,553-15.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.03% | 331.95%-318.9pp | 263.71%-250.7pp | 478.89%-465.9pp |
| Employer contribution / active EE | $8,128 | $5,299+53.4% | $4,831+68.2% | $4,840+67.9% |
| Participant deferral / active EE | $6,500 | $7,752-16.1% | $7,354-11.6% | $6,343+2.5% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |