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 | $121,045 | $56,134+115.6% | $96,192+25.8% | $85,851+41.0% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 23.21% | 42.30%-19.1pp | 192.09%-168.9pp | 318.63%-295.4pp |
| Employer contribution / active EE | $2,602 | $1,620+60.6% | $2,799-7.1% | $2,565+1.4% |
| Participant deferral / active EE | $5,271 | $2,858+84.5% | $4,351+21.2% | $3,952+33.4% |
| Admin fee / account holder | $115 | $3,769-97.0% | $5,539-97.9% | $6,261-98.2% |