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 | $143,112 | $88,778+61.2% | $81,844+74.9% | $145,884-1.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.74% | 1033.03%-1022.3pp | 778.87%-768.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,597 | $3,087-15.9% | $2,916-11.0% | $4,662-44.3% |
| Participant deferral / active EE | $17,008 | $4,648+265.9% | $4,323+293.4% | $6,690+154.2% |
| Admin fee / account holder | $20 | $8,430-99.8% | $7,355-99.7% | $13,392-99.9% |