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 | $204,732 | $165,381+23.8% | $149,730+36.7% | $158,966+28.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.79% | 348.29%-333.5pp | 276.70%-261.9pp | 302.95%-288.2pp |
| Employer contribution / active EE | $8,309 | $5,104+62.8% | $4,645+78.9% | $4,762+74.5% |
| Participant deferral / active EE | $20,510 | $7,182+185.6% | $6,843+199.7% | $5,983+242.8% |
| Admin fee / account holder | $267 | $10,809-97.5% | $9,310-97.1% | $11,250-97.6% |