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 | $193,027 | $107,368+79.8% | $92,915+107.7% | $152,909+26.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.00% | 145.64%-124.6pp | 109.45%-88.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $5,175 | $4,222+22.6% | $3,653+41.6% | $4,764+8.6% |
| Participant deferral / active EE | $6,522 | $4,848+34.5% | $4,238+53.9% | $5,851+11.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |