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 | $51,434 | $138,102-62.8% | $125,381-59.0% | $134,532-61.8% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -10.85% | 750.73%-761.6pp | 572.31%-583.2pp | 418.27%-429.1pp |
| Employer contribution / active EE | $5,808 | $5,245+10.7% | $4,815+20.6% | $4,741+22.5% |
| Participant deferral / active EE | $11,718 | $7,801+50.2% | $7,448+57.3% | $6,401+83.1% |
| Admin fee / account holder | $289 | $11,568-97.5% | $10,007-97.1% | $11,429-97.5% |