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 | $193,179 | $171,867+12.4% | $149,721+29.0% | $147,586+30.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.97% | 2113.36%-2100.4pp | 1501.67%-1488.7pp | 578.59%-565.6pp |
| Employer contribution / active EE | $5,764 | $6,275-8.1% | $5,444+5.9% | $4,876+18.2% |
| Participant deferral / active EE | $6,915 | $7,270-4.9% | $6,568+5.3% | $5,439+27.1% |
| Admin fee / account holder | $192 | $13,799-98.6% | $11,282-98.3% | $10,886-98.2% |