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 | $170,691 | $88,778+92.3% | $81,844+108.6% | $145,884+17.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.92% | 1033.03%-1012.1pp | 778.87%-757.9pp | 551.85%-530.9pp |
| Employer contribution / active EE | $12,255 | $3,087+297.0% | $2,916+320.2% | $4,662+162.8% |
| Participant deferral / active EE | $16,699 | $4,648+259.3% | $4,323+286.2% | $6,690+149.6% |
| Admin fee / account holder | $50 | $8,430-99.4% | $7,355-99.3% | $13,392-99.6% |