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 | $75,152 | $76,519-1.8% | $56,025+34.1% | $145,897-48.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.24% | 3017.03%-3002.8pp | 1712.69%-1698.4pp | 552.29%-538.0pp |
| Employer contribution / active EE | $8,929 | $1,383+545.5% | $1,042+757.2% | $4,663+91.5% |
| Participant deferral / active EE | $22,322 | $2,624+750.5% | $1,955+1042.1% | $6,689+233.7% |
| Admin fee / account holder | $4 | $3,331-99.9% | $2,828-99.9% | $13,390-100.0% |