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 | $122,778 | $150,447-18.4% | $136,298-9.9% | $147,586-16.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.07% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $8,400 | $5,256+59.8% | $4,696+78.9% | $4,876+72.3% |
| Participant deferral / active EE | $6,092 | $6,631-8.1% | $6,247-2.5% | $5,439+12.0% |
| Admin fee / account holder | $120 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |