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 | $51,634 | $150,447-65.7% | $136,298-62.1% | $147,586-65.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.38% | 1049.15%-1029.8pp | 5156.27%-5136.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $6,498 | $5,256+23.6% | $4,696+38.4% | $4,876+33.3% |
| Participant deferral / active EE | $9,814 | $6,631+48.0% | $6,247+57.1% | $5,439+80.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |