Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $186,603 | $166,242+12.2% | $165,071+13.0% | $145,884+27.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.94% | 100.44%-85.5pp | 70.17%-55.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $6,183 | $5,283+17.0% | $4,347+42.2% | $4,662+32.6% |
| Participant deferral / active EE | $18,663 | $6,964+168.0% | $6,035+209.2% | $6,690+179.0% |
| Admin fee / account holder | $89 | $16,658-99.5% | $12,695-99.3% | $13,392-99.3% |