Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $114,196 | $202,342-43.6% | $172,752-33.9% | $152,897-25.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 74.04% | 1029.83%-955.8pp | 802.97%-728.9pp | 345.43%-271.4pp |
| Employer contribution / active EE | $2,305 | $5,858-60.6% | $5,144-55.2% | $4,764-51.6% |
| Participant deferral / active EE | $6,198 | $5,948+4.2% | $5,198+19.2% | $5,851+5.9% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |