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 | $247,863 | $105,149+135.7% | $94,659+161.8% | $139,427+77.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.13% | 38.04%-19.9pp | 156.75%-138.6pp | 373.27%-355.1pp |
| Employer contribution / active EE | $7,804 | $4,106+90.1% | $3,673+112.5% | $4,752+64.3% |
| Participant deferral / active EE | $7,336 | $7,600-3.5% | $7,419-1.1% | $6,711+9.3% |
| Admin fee / account holder | $6 | $8,986-99.9% | $7,232-99.9% | $11,404-99.9% |