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 | $36,673 | $180,462-79.7% | $154,111-76.2% | $135,379-72.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.98% | 888.17%-894.2pp | 735.18%-741.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $6,007 | $6,036-0.5% | $5,298+13.4% | $4,779+25.7% |
| Participant deferral / active EE | $8,194 | $5,806+41.1% | $5,081+61.3% | $5,609+46.1% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |