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 | $232,311 | $175,259+32.6% | $149,723+55.2% | $139,487+66.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.40% | 166.82%-141.4pp | 134.50%-109.1pp | 373.84%-348.4pp |
| Employer contribution / active EE | $17,605 | $5,478+221.4% | $4,821+265.1% | $4,755+270.3% |
| Participant deferral / active EE | $10,407 | $6,522+59.6% | $5,682+83.1% | $6,713+55.0% |
| Admin fee / account holder | $141 | $16,158-99.1% | $13,215-98.9% | $11,407-98.8% |