Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $195,647 | $176,688+10.7% | $130,660+49.7% | $152,909+27.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.08% | 2693.08%-2671.0pp | 1709.29%-1687.2pp | 345.46%-323.4pp |
| Employer contribution / active EE | $19,123 | $5,743+233.0% | $4,092+367.3% | $4,764+301.4% |
| Participant deferral / active EE | $13,506 | $4,362+209.6% | $3,603+274.9% | $5,851+130.8% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |