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 | $86,897 | $90,606-4.1% | $79,466+9.4% | $135,379-35.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.55% | 977.69%-984.2pp | 718.28%-724.8pp | 519.79%-526.3pp |
| Employer contribution / active EE | $18,966 | $3,068+518.2% | $2,800+577.3% | $4,779+296.9% |
| Participant deferral / active EE | $12,250 | $4,050+202.4% | $3,704+230.7% | $5,609+118.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |