Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $101,253 | $96,388+5.0% | $80,627+25.6% | $139,466-27.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.07% | 1352.08%-1340.0pp | 936.76%-924.7pp | 373.66%-361.6pp |
| Employer contribution / active EE | $7,536 | $3,260+131.2% | $2,723+176.8% | $4,754+58.5% |
| Participant deferral / active EE | $18,939 | $5,224+262.5% | $4,443+326.3% | $6,712+182.2% |
| Admin fee / account holder | $30 | $6,603-99.5% | $5,381-99.4% | $11,409-99.7% |