Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $245,105 | $138,114+77.5% | $125,391+95.5% | $134,545+82.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.14% | 750.88%-748.7pp | 572.41%-570.3pp | 418.37%-416.2pp |
| Employer contribution / active EE | $28,958 | $5,246+452.0% | $4,816+501.3% | $4,742+510.7% |
| Participant deferral / active EE | $13,667 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |