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 | $151,998 | $101,618+49.6% | $93,063+63.3% | $137,256+10.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.41% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $20,175 | $2,707+645.2% | $2,476+714.8% | $4,156+385.4% |
| Participant deferral / active EE | $15,172 | $4,279+254.6% | $3,958+283.3% | $6,407+136.8% |
| Admin fee / account holder | $96 | $6,198-98.5% | $6,033-98.4% | $12,270-99.2% |