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 | $182,640 | $159,934+14.2% | $147,005+24.2% | $145,959+25.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.13% | 98.24%-85.1pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $8,973 | $5,287+69.7% | $4,934+81.8% | $4,661+92.5% |
| Participant deferral / active EE | $14,268 | $8,427+69.3% | $8,070+76.8% | $6,689+113.3% |
| Admin fee / account holder | $17 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |