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 | $231,677 | $157,296+47.3% | $141,191+64.1% | $152,897+51.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.73% | 64.34%-43.6pp | 71.41%-50.7pp | 345.43%-324.7pp |
| Employer contribution / active EE | $8,333 | $5,262+58.4% | $4,736+76.0% | $4,764+74.9% |
| Participant deferral / active EE | $14,461 | $7,111+103.4% | $6,710+115.5% | $5,851+147.2% |
| Admin fee / account holder | $289 | $12,125-97.6% | $10,264-97.2% | $11,599-97.5% |