Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,532 | $152,460-41.9% | $118,746-25.4% | $147,585-40.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 974.10% | 17.41%+956.7pp | 24.54%+949.6pp | 578.58%+395.5pp |
| Employer contribution / active EE | $9,069 | $5,046+79.7% | $4,193+116.3% | $4,876+86.0% |
| Participant deferral / active EE | $12,679 | $6,212+104.1% | $5,332+137.8% | $5,439+133.1% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |