Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $177,052 | $176,071+0.6% | $159,450+11.0% | $167,497+5.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 667.48% | 331.79%+335.7pp | 263.60%+403.9pp | 478.62%+188.9pp |
| Employer contribution / active EE | $3,132 | $5,298-40.9% | $4,830-35.2% | $4,838-35.3% |
| Participant deferral / active EE | $9,464 | $7,750+22.1% | $7,352+28.7% | $6,341+49.2% |
| Admin fee / account holder | $165 | $12,555-98.7% | $10,800-98.5% | $12,310-98.7% |