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 | $109,200 | $109,372-0.2% | $89,414+22.1% | $158,966-31.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.77% | 345.55%-323.8pp | 245.50%-223.7pp | 302.95%-281.2pp |
| Employer contribution / active EE | $4,000 | $3,171+26.1% | $2,586+54.7% | $4,762-16.0% |
| Participant deferral / active EE | $26,000 | $4,598+465.4% | $3,890+568.4% | $5,983+334.6% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |