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 | $207,039 | $110,039+88.2% | $97,260+112.9% | $145,884+41.9% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 14.76% | 244.44%-229.7pp | 75.54%-60.8pp | 551.85%-537.1pp |
| Employer contribution / active EE | $6,201 | $3,074+101.7% | $2,721+127.9% | $4,662+33.0% |
| Participant deferral / active EE | $10,725 | $4,674+129.5% | $4,262+151.7% | $6,690+60.3% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |