Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $194,420 | $156,963+23.9% | $121,204+60.4% | $139,466+39.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.10% | 1476.75%-1457.6pp | 987.18%-968.1pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,468 | $5,544-73.5% | $4,170-64.8% | $4,754-69.1% |
| Participant deferral / active EE | $14,842 | $4,848+206.1% | $4,083+263.5% | $6,712+121.1% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |