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 | $242,127 | $157,296+53.9% | $141,191+71.5% | $152,897+58.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.66% | 64.34%-39.7pp | 71.41%-46.7pp | 345.43%-320.8pp |
| Employer contribution / active EE | $6,133 | $5,262+16.5% | $4,736+29.5% | $4,764+28.7% |
| Participant deferral / active EE | $25,383 | $7,111+257.0% | $6,710+278.3% | $5,851+333.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |