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 | $105,449 | $72,465+45.5% | $67,575+56.0% | $145,884-27.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.77% | 7222.56%-7209.8pp | 3528.98%-3516.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $5,634 | $3,074+83.3% | $2,736+106.0% | $4,662+20.9% |
| Participant deferral / active EE | $6,376 | $4,786+33.2% | $4,003+59.3% | $6,690-4.7% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |