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 | $165,310 | $165,399-0.1% | $149,745+10.4% | $158,982+4.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.36% | 348.34%-338.0pp | 276.72%-266.4pp | 302.99%-292.6pp |
| Employer contribution / active EE | $13,710 | $5,105+168.6% | $4,646+195.1% | $4,763+187.8% |
| Participant deferral / active EE | $11,145 | $7,183+55.2% | $6,843+62.9% | $5,983+86.3% |
| Admin fee / account holder | $28 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |