Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $175,589 | $90,614+93.8% | $76,089+130.8% | $145,877+20.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 20.27% | 623.80%-603.5pp | 360.94%-340.7pp | 551.28%-531.0pp |
| Employer contribution / active EE | $14,997 | $3,324+351.1% | $2,690+457.5% | $4,663+221.6% |
| Participant deferral / active EE | $18,965 | $5,168+267.0% | $4,259+345.3% | $6,691+183.5% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |