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 | $209,881 | $157,304+33.4% | $141,197+48.6% | $152,909+37.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.75% | 64.34%-37.6pp | 71.41%-44.7pp | 345.46%-318.7pp |
| Employer contribution / active EE | $4,076 | $5,263-22.5% | $4,736-13.9% | $4,764-14.4% |
| Participant deferral / active EE | $18,646 | $7,111+162.2% | $6,710+177.9% | $5,851+218.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |