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 | $247,028 | $99,079+149.3% | $78,002+216.7% | $273,972-9.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.68% | 217.93%-207.2pp | 425.99%-415.3pp | 41.46%-30.8pp |
| Employer contribution / active EE | $6,368 | $3,308+92.5% | $2,470+157.8% | $4,869+30.8% |
| Participant deferral / active EE | $8,668 | $4,306+101.3% | $3,497+147.9% | $5,287+63.9% |
| Admin fee / account holder | $91 | $8,954-99.0% | $5,481-98.3% | $10,133-99.1% |