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 | $166,651 | $134,817+23.6% | $123,973+34.4% | $155,188+7.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.61% | 515.49%-499.9pp | 388.13%-372.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $4,220 | $4,425-4.6% | $4,126+2.3% | $4,248-0.7% |
| Participant deferral / active EE | $10,900 | $5,706+91.0% | $5,247+107.7% | $6,531+66.9% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |