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 | $36,050 | $88,585-59.3% | $69,884-48.4% | $134,532-73.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -7.78% | 442.80%-450.6pp | 190.81%-198.6pp | 418.27%-426.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,796 | $4,770+126.4% | $3,848+180.6% | $6,401+68.7% |
| Admin fee / account holder | $2 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |