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 | $187,807 | $106,551+76.3% | $91,225+105.9% | $134,532+39.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.72% | 160.78%-176.5pp | 114.12%-129.8pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,204 | $3,331-3.8% | $2,851+12.4% | $4,741-32.4% |
| Participant deferral / active EE | $9,092 | $4,718+92.7% | $4,233+114.8% | $6,401+42.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |