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 | $220,502 | $183,627+20.1% | $155,602+41.7% | $145,978+51.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.24% | 61.32%-40.1pp | 64.81%-43.6pp | 550.52%-529.3pp |
| Employer contribution / active EE | $20,970 | $5,316+294.4% | $4,675+348.5% | $4,662+349.8% |
| Participant deferral / active EE | $7,919 | $6,466+22.5% | $5,629+40.7% | $6,690+18.4% |
| Admin fee / account holder | $109 | $19,327-99.4% | $15,923-99.3% | $13,400-99.2% |