Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,075 | $202,326-59.4% | $172,745-52.5% | $152,870-46.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.85% | 1029.72%-1010.9pp | 802.90%-784.0pp | 345.34%-326.5pp |
| Employer contribution / active EE | $12,064 | $5,858+105.9% | $5,144+134.5% | $4,763+153.3% |
| Participant deferral / active EE | $7,260 | $5,948+22.1% | $5,197+39.7% | $5,850+24.1% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |