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 | $153,218 | $86,949+76.2% | $102,460+49.5% | $80,959+89.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 589.30% | 18.89%+570.4pp | 29.47%+559.8pp | 35.67%+553.6pp |
| Employer contribution / active EE | $4,471 | $2,370+88.7% | $3,025+47.8% | $2,757+62.2% |
| Participant deferral / active EE | $4,788 | $4,121+16.2% | $5,056-5.3% | $4,300+11.3% |
| Admin fee / account holder | $20 | $8,048-99.7% | $9,460-99.8% | $6,925-99.7% |