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 | $183,358 | $107,368+70.8% | $92,915+97.3% | $152,909+19.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.25% | 145.64%-119.4pp | 109.45%-83.2pp | 345.46%-319.2pp |
| Employer contribution / active EE | $6,889 | $4,222+63.1% | $3,653+88.6% | $4,764+44.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6 | $7,082-99.9% | $5,796-99.9% | $11,601-99.9% |