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 | $73,332 | $150,447-51.3% | $136,298-46.2% | $147,586-50.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 25.98% | 1049.15%-1023.2pp | 5156.27%-5130.3pp | 578.59%-552.6pp |
| Employer contribution / active EE | $11,439 | $5,256+117.6% | $4,696+143.6% | $4,876+134.6% |
| Participant deferral / active EE | $10,080 | $6,631+52.0% | $6,247+61.4% | $5,439+85.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |