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 | $220,591 | $118,708+85.8% | $98,920+123.0% | $158,982+38.8% |
| Participation rate | 93.8% | 77.8%+15.9pp | 76.0%+17.7pp | 82.0%+11.8pp |
| Annual return | 10.04% | 372.49%-362.5pp | 196.47%-186.4pp | 302.99%-293.0pp |
| Employer contribution / active EE | $7,051 | $3,334+111.5% | $2,689+162.2% | $4,763+48.0% |
| Participant deferral / active EE | $7,227 | $5,089+42.0% | $4,245+70.3% | $5,983+20.8% |
| Admin fee / account holder | $272 | $10,134-97.3% | $6,643-95.9% | $11,252-97.6% |