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 | $67,541 | $84,447-20.0% | $61,389+10.0% | $134,493-49.8% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -18.86% | 584.84%-603.7pp | 338.73%-357.6pp | 418.01%-436.9pp |
| Employer contribution / active EE | $2,567 | $1,545+66.1% | $1,160+121.3% | $4,740-45.8% |
| Participant deferral / active EE | $16,056 | $2,819+469.5% | $2,125+655.6% | $6,400+150.9% |
| Admin fee / account holder | $95 | $2,587-96.3% | $2,130-95.5% | $11,425-99.2% |