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 | $227,527 | $202,342+12.4% | $172,753+31.7% | $152,909+48.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.61% | 1029.88%-1007.3pp | 803.00%-780.4pp | 345.46%-322.9pp |
| Employer contribution / active EE | $13,557 | $5,857+131.5% | $5,144+163.6% | $4,764+184.6% |
| Participant deferral / active EE | $10,376 | $5,948+74.4% | $5,198+99.6% | $5,851+77.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |