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 | $179,363 | $150,447+19.2% | $136,298+31.6% | $147,586+21.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.38% | 1049.15%-1034.8pp | 5156.27%-5141.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $3,776 | $5,256-28.2% | $4,696-19.6% | $4,876-22.6% |
| Participant deferral / active EE | $10,526 | $6,631+58.7% | $6,247+68.5% | $5,439+93.5% |
| Admin fee / account holder | $71 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |