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 | $172,502 | $175,257-1.6% | $149,717+15.2% | $139,456+23.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.63% | 166.70%-150.1pp | 134.41%-117.8pp | 373.45%-356.8pp |
| Employer contribution / active EE | $6,250 | $5,477+14.1% | $4,820+29.7% | $4,753+31.5% |
| Participant deferral / active EE | $8,052 | $6,521+23.5% | $5,682+41.7% | $6,711+20.0% |
| Admin fee / account holder | $28 | $16,156-99.8% | $13,213-99.8% | $11,407-99.8% |