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 | $192,457 | $102,638+87.5% | $81,991+134.7% | $158,966+21.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 16.46% | 61.05%-44.6pp | 41.31%-24.9pp | 302.95%-286.5pp |
| Employer contribution / active EE | $12,784 | $3,241+294.4% | $2,498+411.7% | $4,762+168.4% |
| Participant deferral / active EE | $3,550 | $4,649-23.6% | $3,722-4.6% | $5,983-40.7% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |