Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $122,196 | $165,399-26.1% | $149,745-18.4% | $158,982-23.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.76% | 348.34%-324.6pp | 276.72%-253.0pp | 302.99%-279.2pp |
| Employer contribution / active EE | $20,320 | $5,105+298.1% | $4,646+337.4% | $4,763+326.6% |
| Participant deferral / active EE | $8,748 | $7,183+21.8% | $6,843+27.8% | $5,983+46.2% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |