Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $243,832 | $160,040+52.4% | $147,096+65.8% | $145,877+67.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.71% | 98.49%-86.8pp | 419.75%-408.0pp | 551.28%-539.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $24,985 | $8,429+196.4% | $8,071+209.6% | $6,691+273.4% |
| Admin fee / account holder | $35 | $15,050-99.8% | $13,005-99.7% | $13,402-99.7% |