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 | $236,622 | $209,888+12.7% | $189,545+24.8% | $167,553+41.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.87% | 748.66%-737.8pp | 555.36%-544.5pp | 478.89%-468.0pp |
| Employer contribution / active EE | $23,979 | $6,915+246.8% | $6,162+289.1% | $4,840+395.5% |
| Participant deferral / active EE | $19,215 | $8,934+115.1% | $8,220+133.7% | $6,343+202.9% |
| Admin fee / account holder | $234 | $14,300-98.4% | $12,049-98.1% | $12,316-98.1% |