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 | $225,464 | $144,130+56.4% | $117,861+91.3% | $147,586+52.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.52% | 531.20%-512.7pp | 335.11%-316.6pp | 578.59%-560.1pp |
| Employer contribution / active EE | $11,937 | $4,897+143.8% | $3,786+215.3% | $4,876+144.8% |
| Participant deferral / active EE | $9,919 | $5,316+86.6% | $4,482+121.3% | $5,439+82.4% |
| Admin fee / account holder | $106 | $10,887-99.0% | $8,021-98.7% | $10,886-99.0% |