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 | $112,360 | $202,342-44.5% | $172,753-35.0% | $152,909-26.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.84% | 1029.88%-1005.0pp | 803.00%-778.2pp | 345.46%-320.6pp |
| Employer contribution / active EE | $12,708 | $5,857+117.0% | $5,144+147.1% | $4,764+166.8% |
| Participant deferral / active EE | $5,897 | $5,948-0.9% | $5,198+13.5% | $5,851+0.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |