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 | $104,202 | $99,079+5.2% | $78,002+33.6% | $273,972-62.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 15.94% | 217.93%-202.0pp | 425.99%-410.0pp | 41.46%-25.5pp |
| Employer contribution / active EE | $24,951 | $3,308+654.3% | $2,470+910.1% | $4,869+412.5% |
| Participant deferral / active EE | $12,192 | $4,306+183.1% | $3,497+248.6% | $5,287+130.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |