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 | $141,261 | $156,970-10.0% | $121,210+16.5% | $139,487+1.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.63% | 1477.10%-1456.5pp | 987.41%-966.8pp | 373.84%-353.2pp |
| Employer contribution / active EE | $25,990 | $5,546+368.6% | $4,171+523.1% | $4,755+446.6% |
| Participant deferral / active EE | $30,000 | $4,849+518.7% | $4,084+634.7% | $6,713+346.9% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |