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 | $211,595 | $175,231+20.8% | $149,696+41.3% | $139,466+51.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.13% | 166.77%-154.6pp | 134.46%-122.3pp | 373.66%-361.5pp |
| Employer contribution / active EE | $5,958 | $5,478+8.8% | $4,821+23.6% | $4,754+25.3% |
| Participant deferral / active EE | $9,288 | $6,521+42.4% | $5,682+63.5% | $6,712+38.4% |
| Admin fee / account holder | $13 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |