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 | $216,208 | $184,000+17.5% | $162,185+33.3% | $152,909+41.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.01% | 150.80%-124.8pp | 115.61%-89.6pp | 345.46%-319.5pp |
| Employer contribution / active EE | $13,986 | $6,370+119.6% | $5,613+149.2% | $4,764+193.6% |
| Participant deferral / active EE | $9,680 | $8,033+20.5% | $7,297+32.7% | $5,851+65.4% |
| Admin fee / account holder | $231 | $13,124-98.2% | $10,844-97.9% | $11,601-98.0% |