Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $146,541 | $100,911+45.2% | $90,440+62.0% | $158,966-7.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.48% | 1726.62%-1711.1pp | 1294.38%-1278.9pp | 302.95%-287.5pp |
| Employer contribution / active EE | $6,118 | $3,690+65.8% | $3,263+87.5% | $4,762+28.5% |
| Participant deferral / active EE | $8,950 | $4,348+105.8% | $3,964+125.8% | $5,983+49.6% |
| Admin fee / account holder | $4 | $6,507-99.9% | $5,615-99.9% | $11,250-100.0% |