Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,292 | $138,114-44.0% | $125,391-38.4% | $134,545-42.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.47% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $10,676 | $5,246+103.5% | $4,816+121.7% | $4,742+125.2% |
| Participant deferral / active EE | $10,265 | $7,801+31.6% | $7,448+37.8% | $6,401+60.4% |
| Admin fee / account holder | $18 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |