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 | $84,071 | $150,447-44.1% | $136,298-38.3% | $147,586-43.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.36% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $10,020 | $5,256+90.6% | $4,696+113.4% | $4,876+105.5% |
| Participant deferral / active EE | $9,962 | $6,631+50.2% | $6,247+59.5% | $5,439+83.2% |
| Admin fee / account holder | $25 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |