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 | $97,861 | $99,011-1.2% | $86,582+13.0% | $147,586-33.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.13% | 1312.75%-1297.6pp | 965.08%-949.9pp | 578.59%-563.5pp |
| Employer contribution / active EE | $3,306 | $3,132+5.6% | $2,839+16.4% | $4,876-32.2% |
| Participant deferral / active EE | $5,800 | $3,972+46.0% | $3,609+60.7% | $5,439+6.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |