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 | $187,588 | $72,071+160.3% | $68,368+174.4% | $137,256+36.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.41% | 353.14%-332.7pp | 292.57%-272.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,199 | $2,788-21.1% | $2,649-17.0% | $4,156-47.1% |
| Participant deferral / active EE | $11,401 | $4,410+158.5% | $4,123+176.5% | $6,407+78.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |