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 | $173,801 | $202,342-14.1% | $172,753+0.6% | $152,909+13.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.30% | 1029.88%-1003.6pp | 803.00%-776.7pp | 345.46%-319.2pp |
| Employer contribution / active EE | $8,707 | $5,857+48.6% | $5,144+69.3% | $4,764+82.8% |
| Participant deferral / active EE | $10,127 | $5,948+70.2% | $5,198+94.8% | $5,851+73.1% |
| Admin fee / account holder | $60 | $17,112-99.6% | $13,956-99.6% | $11,601-99.5% |