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 | $225,040 | $70,366+219.8% | $66,674+237.5% | $138,895+62.0% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.7%+18.6pp | 79.9%+12.4pp |
| Annual return | 39.82% | 386.41%-346.6pp | 321.24%-281.4pp | 145.39%-105.6pp |
| Employer contribution / active EE | $18,762 | $2,765+578.5% | $2,620+616.1% | $4,194+347.3% |
| Participant deferral / active EE | $5,240 | $4,374+19.8% | $4,084+28.3% | $6,396-18.1% |
| Admin fee / account holder | $145 | $5,262-97.2% | $5,098-97.2% | $12,562-98.8% |