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 | $145,282 | $226,105-35.7% | $182,540-20.4% | $152,897-5.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.87% | 192.58%-168.7pp | 148.58%-124.7pp | 345.43%-321.6pp |
| Employer contribution / active EE | $4,425 | $4,978-11.1% | $4,076+8.6% | $4,764-7.1% |
| Participant deferral / active EE | $13,500 | $6,370+111.9% | $5,525+144.3% | $5,851+130.7% |
| Admin fee / account holder | $216 | $10,706-98.0% | $8,593-97.5% | $11,599-98.1% |