Sign up free to preview peer percentile detail
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 | $95,958 | $173,526-44.7% | $136,072-29.5% | $145,884-34.2% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.4%+13.6pp | 80.3%+9.7pp |
| Annual return | 288.68% | 1167.12%-878.4pp | 580.46%-291.8pp | 551.85%-263.2pp |
| Employer contribution / active EE | $5,000 | $5,285-5.4% | $4,216+18.6% | $4,662+7.2% |
| Participant deferral / active EE | $0 | $8,711-100.0% | $7,028-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |