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 | $226,463 | $202,345+11.9% | $172,755+31.1% | $152,885+48.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.99% | 1029.77%-1010.8pp | 802.94%-783.9pp | 345.39%-326.4pp |
| Employer contribution / active EE | $2,682 | $5,858-54.2% | $5,144-47.9% | $4,763-43.7% |
| Participant deferral / active EE | $7,038 | $5,948+18.3% | $5,198+35.4% | $5,851+20.3% |
| Admin fee / account holder | $146 | $17,111-99.1% | $13,955-99.0% | $11,598-98.7% |