Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $221,470 | $180,462+22.7% | $154,111+43.7% | $135,379+63.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.53% | 888.17%-880.6pp | 735.18%-727.7pp | 519.79%-512.3pp |
| Employer contribution / active EE | $7,124 | $6,036+18.0% | $5,298+34.5% | $4,779+49.1% |
| Participant deferral / active EE | $9,542 | $5,806+64.3% | $5,081+87.8% | $5,609+70.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |