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 | $205,426 | $150,447+36.5% | $136,298+50.7% | $147,586+39.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 22.75% | 1049.15%-1026.4pp | 5156.27%-5133.5pp | 578.59%-555.8pp |
| Employer contribution / active EE | $18,540 | $5,256+252.7% | $4,696+294.8% | $4,876+280.2% |
| Participant deferral / active EE | $15,585 | $6,631+135.0% | $6,247+149.5% | $5,439+186.6% |
| Admin fee / account holder | $25 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |