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 | $244,503 | $135,645+80.3% | $110,243+121.8% | $135,380+80.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.62% | 513.24%-518.9pp | 314.76%-320.4pp | 519.81%-525.4pp |
| Employer contribution / active EE | $14,037 | $4,907+186.1% | $3,827+266.8% | $4,779+193.7% |
| Participant deferral / active EE | $13,210 | $5,507+139.9% | $4,672+182.7% | $5,609+135.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |