Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $243,276 | $185,883+30.9% | $170,043+43.1% | $139,466+74.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.19% | 60.54%-41.4pp | 53.40%-34.2pp | 373.66%-354.5pp |
| Employer contribution / active EE | $11,486 | $7,596+51.2% | $6,790+69.2% | $4,754+141.6% |
| Participant deferral / active EE | $17,377 | $11,626+49.5% | $10,410+66.9% | $6,712+158.9% |
| Admin fee / account holder | $296 | $15,393-98.1% | $12,824-97.7% | $11,409-97.4% |