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 | $217,938 | $160,070+36.2% | $147,117+48.1% | $145,897+49.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.98% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $22,360 | $5,285+323.1% | $4,932+353.3% | $4,663+379.6% |
| Participant deferral / active EE | $24,667 | $8,419+193.0% | $8,065+205.9% | $6,689+268.7% |
| Admin fee / account holder | $10 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |