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 | $51,315 | $180,466-71.6% | $154,114-66.7% | $135,382-62.1% |
| Participation rate | 70.6% | 87.4%-16.8pp | 83.0%-12.4pp | 82.6%-12.1pp |
| Annual return | -7.68% | 888.15%-895.8pp | 735.16%-742.8pp | 519.77%-527.5pp |
| Employer contribution / active EE | $7,093 | $6,035+17.5% | $5,298+33.9% | $4,779+48.4% |
| Participant deferral / active EE | $3,879 | $5,806-33.2% | $5,081-23.7% | $5,609-30.8% |
| Admin fee / account holder | $258 | $16,144-98.4% | $13,411-98.1% | $10,829-97.6% |