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 | $236,314 | $209,847+12.6% | $189,520+24.7% | $167,518+41.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.09% | 748.45%-733.4pp | 555.25%-540.2pp | 478.71%-463.6pp |
| Employer contribution / active EE | $15,416 | $6,913+123.0% | $6,161+150.2% | $4,838+218.6% |
| Participant deferral / active EE | $11,386 | $8,934+27.5% | $8,220+38.5% | $6,342+79.5% |
| Admin fee / account holder | $16 | $14,295-99.9% | $12,046-99.9% | $12,312-99.9% |