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 | $240,486 | $209,874+14.6% | $189,537+26.9% | $167,536+43.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.92% | 748.61%-735.7pp | 555.34%-542.4pp | 478.82%-465.9pp |
| Employer contribution / active EE | $32,929 | $6,913+376.3% | $6,161+434.5% | $4,839+580.5% |
| Participant deferral / active EE | $20,994 | $8,934+135.0% | $8,220+155.4% | $6,342+231.0% |
| Admin fee / account holder | $63 | $14,299-99.6% | $12,048-99.5% | $12,315-99.5% |