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 | $215,739 | $112,935+91.0% | $90,970+137.2% | $158,966+35.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 26.87% | 215.79%-188.9pp | 134.58%-107.7pp | 302.95%-276.1pp |
| Employer contribution / active EE | $5,067 | $2,895+75.0% | $2,122+138.7% | $4,762+6.4% |
| Participant deferral / active EE | $9,733 | $4,129+135.7% | $3,373+188.5% | $5,983+62.7% |
| Admin fee / account holder | $10 | $8,045-99.9% | $5,960-99.8% | $11,250-99.9% |