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 | $205,073 | $157,829+29.9% | $136,867+49.8% | $198,609+3.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 6.62% | 51.25%-44.6pp | 42.97%-36.4pp | 202.70%-196.1pp |
| Employer contribution / active EE | $11,642 | $3,923+196.8% | $3,547+228.2% | $5,055+130.3% |
| Participant deferral / active EE | $11,288 | $5,463+106.6% | $4,924+129.3% | $6,977+61.8% |
| Admin fee / account holder | $20 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |