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 | $234,697 | $109,904+113.5% | $97,167+141.5% | $145,959+60.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 17.29% | 243.43%-226.1pp | 75.27%-58.0pp | 561.95%-544.7pp |
| Employer contribution / active EE | $2,642 | $3,084-14.3% | $2,729-3.2% | $4,661-43.3% |
| Participant deferral / active EE | $5,864 | $4,676+25.4% | $4,264+37.5% | $6,689-12.3% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |