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 | $231,481 | $112,121+106.5% | $95,960+141.2% | $158,966+45.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 30.80% | 171.16%-140.4pp | 91.63%-60.8pp | 302.95%-272.2pp |
| Employer contribution / active EE | $17,499 | $3,199+447.0% | $2,541+588.6% | $4,762+267.4% |
| Participant deferral / active EE | $14,842 | $4,784+210.2% | $4,167+256.2% | $5,983+148.1% |
| Admin fee / account holder | $15 | $10,135-99.9% | $6,797-99.8% | $11,250-99.9% |