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 | $72,080 | $202,342-64.4% | $172,753-58.3% | $152,909-52.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 26.48% | 1029.88%-1003.4pp | 803.00%-776.5pp | 345.46%-319.0pp |
| Employer contribution / active EE | $8,589 | $5,857+46.6% | $5,144+67.0% | $4,764+80.3% |
| Participant deferral / active EE | $7,374 | $5,948+24.0% | $5,198+41.9% | $5,851+26.0% |
| Admin fee / account holder | $52 | $17,112-99.7% | $13,956-99.6% | $11,601-99.6% |