Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $231,030 | $185,856+24.3% | $170,028+35.9% | $139,456+65.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.33% | 60.52%-40.2pp | 53.39%-33.1pp | 373.45%-353.1pp |
| Employer contribution / active EE | $7,233 | $7,593-4.7% | $6,788+6.6% | $4,753+52.2% |
| Participant deferral / active EE | $16,194 | $11,623+39.3% | $10,409+55.6% | $6,711+141.3% |
| Admin fee / account holder | $20 | $15,387-99.9% | $12,820-99.8% | $11,407-99.8% |