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 | $226,257 | $152,592+48.3% | $125,180+80.7% | $152,885+48.0% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 24.44% | 54.84%-30.4pp | 43.79%-19.4pp | 345.39%-321.0pp |
| Employer contribution / active EE | $20,961 | $4,947+323.7% | $3,866+442.2% | $4,763+340.1% |
| Participant deferral / active EE | $11,346 | $5,868+93.4% | $4,937+129.8% | $5,851+93.9% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |