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 | $212,226 | $165,381+28.3% | $149,730+41.7% | $158,966+33.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.75% | 348.29%-329.5pp | 276.70%-258.0pp | 302.95%-284.2pp |
| Employer contribution / active EE | $9,169 | $5,104+79.6% | $4,645+97.4% | $4,762+92.5% |
| Participant deferral / active EE | $8,044 | $7,182+12.0% | $6,843+17.6% | $5,983+34.4% |
| Admin fee / account holder | $154 | $10,809-98.6% | $9,310-98.3% | $11,250-98.6% |