Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $214,889 | $184,000+16.8% | $162,185+32.5% | $152,909+40.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.82% | 150.80%-125.0pp | 115.61%-89.8pp | 345.46%-319.6pp |
| Employer contribution / active EE | $12,333 | $6,370+93.6% | $5,613+119.7% | $4,764+158.9% |
| Participant deferral / active EE | $9,941 | $8,033+23.8% | $7,297+36.2% | $5,851+69.9% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |