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 | $224,307 | $226,135-0.8% | $182,558+22.9% | $152,909+46.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 13.62% | 192.60%-179.0pp | 148.59%-135.0pp | 345.46%-331.8pp |
| Employer contribution / active EE | $12,284 | $4,979+146.7% | $4,076+201.4% | $4,764+157.9% |
| Participant deferral / active EE | $16,667 | $6,371+161.6% | $5,526+201.6% | $5,851+184.8% |
| Admin fee / account holder | $15 | $10,707-99.9% | $8,594-99.8% | $11,601-99.9% |