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 | $55,952 | $198,457-71.8% | $170,435-67.2% | $147,586-62.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.79% | 257.30%-241.5pp | 205.94%-190.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $11,449 | $6,183+85.2% | $5,432+110.7% | $4,876+134.8% |
| Participant deferral / active EE | $8,976 | $5,629+59.5% | $4,939+81.7% | $5,439+65.0% |
| Admin fee / account holder | $141 | $16,852-99.2% | $13,881-99.0% | $10,886-98.7% |