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 | $180,874 | $171,867+5.2% | $149,721+20.8% | $147,586+22.6% |
| Participation rate | 73.3% | 88.2%-14.9pp | 87.1%-13.7pp | 82.8%-9.5pp |
| Annual return | 20.09% | 2113.36%-2093.3pp | 1501.67%-1481.6pp | 578.59%-558.5pp |
| Employer contribution / active EE | $3,670 | $6,275-41.5% | $5,444-32.6% | $4,876-24.7% |
| Participant deferral / active EE | $7,325 | $7,270+0.8% | $6,568+11.5% | $5,439+34.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |