Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $73,372 | $173,526-57.7% | $136,072-46.1% | $145,884-49.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 26.67% | 1167.12%-1140.4pp | 580.46%-553.8pp | 551.85%-525.2pp |
| Employer contribution / active EE | $23,713 | $5,285+348.7% | $4,216+462.5% | $4,662+408.6% |
| Participant deferral / active EE | $13,929 | $8,711+59.9% | $7,028+98.2% | $6,690+108.2% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |