Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $114,870 | $169,356-32.2% | $129,406-11.2% | $145,897-21.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.44% | 14418.62%-14399.2pp | 9468.18%-9448.7pp | 552.29%-532.9pp |
| Employer contribution / active EE | $8,187 | $5,542+47.7% | $4,155+97.0% | $4,663+75.6% |
| Participant deferral / active EE | $17,833 | $4,987+257.6% | $4,167+327.9% | $6,689+166.6% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |