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 | $221,236 | $90,607+144.2% | $79,467+178.4% | $135,380+63.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.47% | 977.74%-980.2pp | 718.30%-720.8pp | 519.81%-522.3pp |
| Employer contribution / active EE | $21,291 | $3,068+594.0% | $2,800+660.3% | $4,779+345.5% |
| Participant deferral / active EE | $14,007 | $4,050+245.8% | $3,704+278.2% | $5,609+149.7% |
| Admin fee / account holder | $52 | $5,895-99.1% | $5,104-99.0% | $10,828-99.5% |