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 | $198,315 | $160,070+23.9% | $147,117+34.8% | $145,897+35.9% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 22.27% | 98.69%-76.4pp | 420.54%-398.3pp | 552.29%-530.0pp |
| Employer contribution / active EE | $15,348 | $5,285+190.4% | $4,932+211.2% | $4,663+229.2% |
| Participant deferral / active EE | $6,058 | $8,419-28.1% | $8,065-24.9% | $6,689-9.4% |
| Admin fee / account holder | $232 | $15,035-98.5% | $12,993-98.2% | $13,390-98.3% |