Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $53,108 | $138,078-61.5% | $125,363-57.6% | $134,509-60.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1866.54% | 750.49%+1116.1pp | 572.15%+1294.4pp | 418.13%+1448.4pp |
| Employer contribution / active EE | $8,085 | $5,245+54.2% | $4,815+67.9% | $4,741+70.6% |
| Participant deferral / active EE | $18,840 | $7,800+141.5% | $7,447+153.0% | $6,400+194.4% |
| Admin fee / account holder | $106 | $11,566-99.1% | $10,005-98.9% | $11,427-99.1% |