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 | $204,864 | $124,346+64.8% | $111,308+84.1% | $167,536+22.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.46% | 37.45%-22.0pp | 54.67%-39.2pp | 478.82%-463.4pp |
| Employer contribution / active EE | $12,654 | $3,437+268.1% | $2,732+363.2% | $4,839+161.5% |
| Participant deferral / active EE | $10,874 | $5,182+109.9% | $4,487+142.3% | $6,342+71.4% |
| Admin fee / account holder | $60 | $10,621-99.4% | $7,965-99.2% | $12,315-99.5% |