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 | $177,376 | $150,447+17.9% | $136,298+30.1% | $147,586+20.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.46% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $6,689 | $5,256+27.2% | $4,696+42.4% | $4,876+37.2% |
| Participant deferral / active EE | $8,530 | $6,631+28.6% | $6,247+36.5% | $5,439+56.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |