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 | $79,756 | $150,442-47.0% | $136,295-41.5% | $147,585-46.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 30.87% | 1049.09%-1018.2pp | 5155.97%-5125.1pp | 578.56%-547.7pp |
| Employer contribution / active EE | $14,187 | $5,256+169.9% | $4,695+202.1% | $4,876+190.9% |
| Participant deferral / active EE | $7,935 | $6,630+19.7% | $6,247+27.0% | $5,439+45.9% |
| Admin fee / account holder | $178 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |