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 | $182,970 | $105,158+74.0% | $94,672+93.3% | $139,487+31.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.12% | 38.11%-20.0pp | 156.89%-138.8pp | 373.84%-355.7pp |
| Employer contribution / active EE | $11,820 | $4,107+187.8% | $3,673+221.8% | $4,755+148.6% |
| Participant deferral / active EE | $8,017 | $7,599+5.5% | $7,417+8.1% | $6,713+19.4% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |