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 | $74,838 | $138,102-45.8% | $125,381-40.3% | $134,532-44.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.38% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $3,086 | $5,245-41.2% | $4,815-35.9% | $4,741-34.9% |
| Participant deferral / active EE | $7,288 | $7,801-6.6% | $7,448-2.1% | $6,401+13.9% |
| Admin fee / account holder | $150 | $11,568-98.7% | $10,007-98.5% | $11,429-98.7% |