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 | $176,481 | $88,702+99.0% | $81,780+115.8% | $145,978+20.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.95% | 1029.12%-1008.2pp | 776.27%-755.3pp | 550.52%-529.6pp |
| Employer contribution / active EE | $15,760 | $3,084+411.0% | $2,914+440.9% | $4,662+238.1% |
| Participant deferral / active EE | $13,000 | $4,645+179.9% | $4,321+200.9% | $6,690+94.3% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |