Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $212,111 | $209,874+1.1% | $189,537+11.9% | $167,536+26.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.66% | 748.61%-737.0pp | 555.34%-543.7pp | 478.82%-467.2pp |
| Employer contribution / active EE | $16,416 | $6,913+137.5% | $6,161+166.5% | $4,839+239.2% |
| Participant deferral / active EE | $10,114 | $8,934+13.2% | $8,220+23.0% | $6,342+59.5% |
| Admin fee / account holder | $45 | $14,299-99.7% | $12,048-99.6% | $12,315-99.6% |