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 | $40,538 | $160,059-74.7% | $140,019-71.0% | $135,380-70.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.71% | 911.48%-920.2pp | 651.17%-659.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $2,700 | $6,420-57.9% | $5,605-51.8% | $4,779-43.5% |
| Participant deferral / active EE | $17,448 | $7,641+128.4% | $6,927+151.9% | $5,609+211.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |