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 | $206,985 | $198,457+4.3% | $170,435+21.4% | $147,586+40.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.88% | 257.30%-239.4pp | 205.94%-188.1pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,480 | $6,183-76.1% | $5,432-72.8% | $4,876-69.6% |
| Participant deferral / active EE | $7,425 | $5,629+31.9% | $4,939+50.3% | $5,439+36.5% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |