Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $210,230 | $108,897+93.1% | $100,378+109.4% | $145,877+44.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.10% | 58.17%-43.1pp | 49.41%-34.3pp | 551.28%-536.2pp |
| Employer contribution / active EE | $10,667 | $4,420+141.3% | $3,942+170.6% | $4,663+128.8% |
| Participant deferral / active EE | $10,667 | $8,455+26.2% | $8,087+31.9% | $6,691+59.4% |
| Admin fee / account holder | $18 | $9,690-99.8% | $7,899-99.8% | $13,402-99.9% |