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 | $69,743 | $138,076-49.5% | $123,553-43.6% | $135,380-48.5% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -6.96% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $8,129 | $5,152+57.8% | $4,628+75.7% | $4,779+70.1% |
| Participant deferral / active EE | $6,972 | $6,800+2.5% | $6,426+8.5% | $5,609+24.3% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |