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 | $109,908+88.4% | $97,161+113.1% | $145,978+41.8% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 14.76% | 243.80%-229.0pp | 75.36%-60.6pp | 550.52%-535.8pp |
| Employer contribution / active EE | $6,201 | $3,077+101.5% | $2,723+127.7% | $4,662+33.0% |
| Participant deferral / active EE | $10,725 | $4,679+129.2% | $4,265+151.5% | $6,690+60.3% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |