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 | $212,426 | $150,447+41.2% | $136,298+55.9% | $147,586+43.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.85% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $17,360 | $5,256+230.3% | $4,696+269.7% | $4,876+256.0% |
| Participant deferral / active EE | $8,902 | $6,631+34.3% | $6,247+42.5% | $5,439+63.7% |
| Admin fee / account holder | $183 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |