Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $162,138 | $88,778+82.6% | $81,844+98.1% | $145,884+11.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.41% | 1033.03%-1019.6pp | 778.87%-765.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $13,531 | $3,087+338.3% | $2,916+364.0% | $4,662+190.2% |
| Participant deferral / active EE | $9,074 | $4,648+95.2% | $4,323+109.9% | $6,690+35.6% |
| Admin fee / account holder | $24 | $8,430-99.7% | $7,355-99.7% | $13,392-99.8% |