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 | $196,051 | $108,897+80.0% | $100,378+95.3% | $145,877+34.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.33% | 58.17%-44.8pp | 49.41%-36.1pp | 551.28%-538.0pp |
| Employer contribution / active EE | $14,256 | $4,420+222.5% | $3,942+261.6% | $4,663+205.7% |
| Participant deferral / active EE | $11,392 | $8,455+34.7% | $8,087+40.9% | $6,691+70.3% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |