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 | $218,450 | $77,416+182.2% | $69,464+214.5% | $152,897+42.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.46% | 39.08%-19.6pp | 28.98%-9.5pp | 345.43%-326.0pp |
| Employer contribution / active EE | $20,771 | $3,315+526.7% | $2,779+647.3% | $4,764+336.0% |
| Participant deferral / active EE | $13,863 | $4,413+214.1% | $3,536+292.0% | $5,851+136.9% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |