Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $202,607 | $165,399+22.5% | $149,745+35.3% | $158,982+27.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.46% | 348.34%-336.9pp | 276.72%-265.3pp | 302.99%-291.5pp |
| Employer contribution / active EE | $10,895 | $5,105+113.4% | $4,646+134.5% | $4,763+128.8% |
| Participant deferral / active EE | $21,393 | $7,183+197.8% | $6,843+212.6% | $5,983+257.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |