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 | $218,113 | $198,457+9.9% | $170,435+28.0% | $147,586+47.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.72% | 257.30%-246.6pp | 205.94%-195.2pp | 578.59%-567.9pp |
| Employer contribution / active EE | $6,388 | $6,183+3.3% | $5,432+17.6% | $4,876+31.0% |
| Participant deferral / active EE | $3,429 | $5,629-39.1% | $4,939-30.6% | $5,439-37.0% |
| Admin fee / account holder | $166 | $16,852-99.0% | $13,881-98.8% | $10,886-98.5% |