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 | $169,752 | $152,619+11.2% | $125,195+35.6% | $152,909+11.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.46% | 54.85%-32.4pp | 43.79%-21.3pp | 345.46%-323.0pp |
| Employer contribution / active EE | $19,528 | $4,947+294.7% | $3,866+405.1% | $4,764+309.9% |
| Participant deferral / active EE | $7,200 | $5,869+22.7% | $4,937+45.8% | $5,851+23.0% |
| Admin fee / account holder | $25 | $13,437-99.8% | $9,704-99.7% | $11,601-99.8% |