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 | $202,762 | $180,466+12.4% | $154,114+31.6% | $135,382+49.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.20% | 888.15%-888.4pp | 735.16%-735.4pp | 519.77%-520.0pp |
| Employer contribution / active EE | $29,477 | $6,035+388.4% | $5,298+456.4% | $4,779+516.8% |
| Participant deferral / active EE | $18,500 | $5,806+218.6% | $5,081+264.1% | $5,609+229.8% |
| Admin fee / account holder | $103 | $16,144-99.4% | $13,411-99.2% | $10,829-99.1% |