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 | $224,099 | $88,778+152.4% | $81,844+173.8% | $145,884+53.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.40% | 1033.03%-1008.6pp | 778.87%-754.5pp | 551.85%-527.5pp |
| Employer contribution / active EE | $4,824 | $3,087+56.3% | $2,916+65.4% | $4,662+3.5% |
| Participant deferral / active EE | $6,469 | $4,648+39.2% | $4,323+49.6% | $6,690-3.3% |
| Admin fee / account holder | $17 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |