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 | $114,186 | $104,953+8.8% | $84,637+34.9% | $152,909-25.3% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.5%+7.5pp |
| Annual return | 21.57% | 373.94%-352.4pp | 258.82%-237.3pp | 345.46%-323.9pp |
| Employer contribution / active EE | $10,136 | $3,304+206.8% | $2,653+282.0% | $4,764+112.8% |
| Participant deferral / active EE | $10,615 | $4,691+126.3% | $3,900+172.2% | $5,851+81.4% |
| Admin fee / account holder | $21 | $6,244-99.7% | $4,914-99.6% | $11,601-99.8% |