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 | $186,880 | $176,105+6.1% | $159,474+17.2% | $167,536+11.5% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 28.97% | 331.91%-302.9pp | 263.68%-234.7pp | 478.82%-449.8pp |
| Employer contribution / active EE | $12,651 | $5,299+138.7% | $4,831+161.9% | $4,839+161.4% |
| Participant deferral / active EE | $11,421 | $7,751+47.3% | $7,353+55.3% | $6,342+80.1% |
| Admin fee / account holder | $33 | $12,559-99.7% | $10,802-99.7% | $12,315-99.7% |