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 | $203,531 | $90,489+124.9% | $76,051+167.6% | $145,978+39.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 24.51% | 622.78%-598.3pp | 360.42%-335.9pp | 550.52%-526.0pp |
| Employer contribution / active EE | $2,071 | $3,319-37.6% | $2,690-23.0% | $4,662-55.6% |
| Participant deferral / active EE | $12,499 | $5,164+142.0% | $4,257+193.6% | $6,690+86.8% |
| Admin fee / account holder | $0 | $8,374-100.0% | $6,416-100.0% | $13,400-100.0% |