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 | $125,160 | $217,432-42.4% | $185,851-32.7% | $167,553-25.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.51% | 148.43%-130.9pp | 122.11%-104.6pp | 478.89%-461.4pp |
| Employer contribution / active EE | $2,486 | $5,874-57.7% | $5,168-51.9% | $4,840-48.6% |
| Participant deferral / active EE | $11,235 | $6,357+76.7% | $5,569+101.8% | $6,343+77.1% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |