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 | $206,152 | $104,907+96.5% | $84,610+143.6% | $152,870+34.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.46% | 373.79%-348.3pp | 258.74%-233.3pp | 345.34%-319.9pp |
| Employer contribution / active EE | $7,161 | $3,301+116.9% | $2,652+170.0% | $4,763+50.4% |
| Participant deferral / active EE | $11,516 | $4,688+145.7% | $3,899+195.4% | $5,850+96.8% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,597-100.0% |