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 | $223,953 | $183,592+22.0% | $155,567+44.0% | $145,959+53.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.42% | 61.24%-45.8pp | 64.74%-49.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $10,167 | $5,315+91.3% | $4,674+117.5% | $4,661+118.1% |
| Participant deferral / active EE | $8,624 | $6,464+33.4% | $5,628+53.2% | $6,689+28.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |