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 | $217,240 | $149,040+45.8% | $120,225+80.7% | $137,256+58.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.61% | 605.68%-588.1pp | 439.23%-421.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $16,541 | $4,350+280.2% | $3,475+375.9% | $4,156+298.0% |
| Participant deferral / active EE | $15,363 | $4,655+230.0% | $3,999+284.2% | $6,407+139.8% |
| Admin fee / account holder | $84 | $6,348-98.7% | $5,696-98.5% | $12,270-99.3% |