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 | $136,432 | $135,645+0.6% | $110,243+23.8% | $135,380+0.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.00% | 513.24%-517.2pp | 314.76%-318.8pp | 519.81%-523.8pp |
| Employer contribution / active EE | $13,348 | $4,907+172.0% | $3,827+248.8% | $4,779+179.3% |
| Participant deferral / active EE | $10,291 | $5,507+86.9% | $4,672+120.3% | $5,609+83.5% |
| Admin fee / account holder | $83 | $11,458-99.3% | $8,548-99.0% | $10,828-99.2% |