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 | $150,038 | $150,446-0.3% | $136,297+10.1% | $147,585+1.7% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 19.74% | 1049.14%-1029.4pp | 5156.19%-5136.5pp | 578.58%-558.8pp |
| Employer contribution / active EE | $2,523 | $5,256-52.0% | $4,696-46.3% | $4,876-48.3% |
| Participant deferral / active EE | $6,504 | $6,631-1.9% | $6,247+4.1% | $5,439+19.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |