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 | $215,559 | $209,425+2.9% | $178,499+20.8% | $158,966+35.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.27% | 188.80%-162.5pp | 151.10%-124.8pp | 302.95%-276.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,256 | $5,955+5.1% | $5,202+20.3% | $5,983+4.6% |
| Admin fee / account holder | $38 | $17,078-99.8% | $13,986-99.7% | $11,250-99.7% |