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 | $218,153 | $180,749+20.7% | $160,784+35.7% | $137,256+58.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.46% | 2234.46%-2209.0pp | 1803.92%-1778.5pp | 220.34%-194.9pp |
| Employer contribution / active EE | $19,100 | $4,155+359.7% | $3,733+411.7% | $4,156+359.6% |
| Participant deferral / active EE | $23,500 | $6,844+243.4% | $6,293+273.4% | $6,407+266.8% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |