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 | $197,875 | $157,304+25.8% | $141,197+40.1% | $152,909+29.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.54% | 64.34%-41.8pp | 71.41%-48.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $4,006 | $5,263-23.9% | $4,736-15.4% | $4,764-15.9% |
| Participant deferral / active EE | $9,803 | $7,111+37.9% | $6,710+46.1% | $5,851+67.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |