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 | $217,711 | $202,342+7.6% | $172,752+26.0% | $152,897+42.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.78% | 1029.83%-1008.0pp | 802.97%-781.2pp | 345.43%-323.6pp |
| Employer contribution / active EE | $4,720 | $5,858-19.4% | $5,144-8.2% | $4,764-0.9% |
| Participant deferral / active EE | $15,153 | $5,948+154.7% | $5,198+191.5% | $5,851+159.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |