Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $216,340 | $110,212+96.3% | $96,534+124.1% | $139,466+55.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.25% | 26.42%-6.2pp | 25.88%-5.6pp | 373.66%-353.4pp |
| Employer contribution / active EE | $26,541 | $3,620+633.2% | $2,965+795.0% | $4,754+458.3% |
| Participant deferral / active EE | $20,867 | $5,547+276.1% | $4,851+330.2% | $6,712+210.9% |
| Admin fee / account holder | $20 | $11,599-99.8% | $8,253-99.8% | $11,409-99.8% |