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 | $194,248 | $176,120+10.3% | $159,487+21.8% | $167,553+15.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.15% | 331.95%-321.8pp | 263.71%-253.6pp | 478.89%-468.7pp |
| Employer contribution / active EE | $7,823 | $5,299+47.6% | $4,831+61.9% | $4,840+61.6% |
| Participant deferral / active EE | $8,947 | $7,752+15.4% | $7,354+21.7% | $6,343+41.1% |
| Admin fee / account holder | $97 | $12,561-99.2% | $10,804-99.1% | $12,316-99.2% |