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 | $223,525 | $72,396+208.8% | $67,511+231.1% | $145,959+53.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 25.96% | 7194.07%-7168.1pp | 3517.41%-3491.4pp | 561.95%-536.0pp |
| Employer contribution / active EE | $7,538 | $3,071+145.5% | $2,733+175.9% | $4,661+61.7% |
| Participant deferral / active EE | $13,502 | $4,781+182.4% | $4,000+237.5% | $6,689+101.9% |
| Admin fee / account holder | $18 | $5,538-99.7% | $3,999-99.6% | $13,398-99.9% |