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 | $233,210 | $105,158+121.8% | $94,672+146.3% | $139,487+67.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.13% | 38.11%-25.0pp | 156.89%-143.8pp | 373.84%-360.7pp |
| Employer contribution / active EE | $9,222 | $4,107+124.5% | $3,673+151.1% | $4,755+94.0% |
| Participant deferral / active EE | $18,318 | $7,599+141.1% | $7,417+147.0% | $6,713+172.9% |
| Admin fee / account holder | $20 | $8,972-99.8% | $7,222-99.7% | $11,407-99.8% |