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 | $213,402 | $202,342+5.5% | $172,753+23.5% | $152,909+39.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.48% | 1029.88%-1011.4pp | 803.00%-784.5pp | 345.46%-327.0pp |
| Employer contribution / active EE | $15,493 | $5,857+164.5% | $5,144+201.2% | $4,764+225.2% |
| Participant deferral / active EE | $12,700 | $5,948+113.5% | $5,198+144.3% | $5,851+117.0% |
| Admin fee / account holder | $71 | $17,112-99.6% | $13,956-99.5% | $11,601-99.4% |