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 | $39,252 | $171,867-77.2% | $149,718-73.8% | $147,585-73.4% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 21.05% | 2113.36%-2092.3pp | 1501.70%-1480.7pp | 578.57%-557.5pp |
| Employer contribution / active EE | $6,319 | $6,275+0.7% | $5,444+16.1% | $4,876+29.6% |
| Participant deferral / active EE | $9,464 | $7,270+30.2% | $6,568+44.1% | $5,439+74.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |