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 | $126,849 | $138,114-8.2% | $125,391+1.2% | $134,545-5.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.77% | 750.88%-760.7pp | 572.41%-582.2pp | 418.37%-428.1pp |
| Employer contribution / active EE | $2,439 | $5,246-53.5% | $4,816-49.4% | $4,742-48.6% |
| Participant deferral / active EE | $13,624 | $7,801+74.7% | $7,448+82.9% | $6,401+112.8% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |