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 | $217,664 | $176,077+23.6% | $159,455+36.5% | $167,518+29.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.31% | 331.83%-305.5pp | 263.63%-237.3pp | 478.71%-452.4pp |
| Employer contribution / active EE | $4,940 | $5,298-6.8% | $4,830+2.3% | $4,838+2.1% |
| Participant deferral / active EE | $15,600 | $7,751+101.3% | $7,353+112.2% | $6,342+146.0% |
| Admin fee / account holder | $81 | $12,556-99.4% | $10,800-99.3% | $12,312-99.3% |