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 | $85,273 | $150,447-43.3% | $136,298-37.4% | $147,586-42.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.33% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,667 | $5,256-68.3% | $4,696-64.5% | $4,876-65.8% |
| Participant deferral / active EE | $14,000 | $6,631+111.1% | $6,247+124.1% | $5,439+157.4% |
| Admin fee / account holder | $60 | $10,906-99.4% | $9,244-99.4% | $10,886-99.4% |