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 | $174,949 | $166,242+5.2% | $165,071+6.0% | $145,884+19.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.25% | 100.44%-88.2pp | 70.17%-57.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $8,778 | $5,283+66.2% | $4,347+101.9% | $4,662+88.3% |
| Participant deferral / active EE | $22,750 | $6,964+226.7% | $6,035+277.0% | $6,690+240.1% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |