Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $126,598 | $88,585+42.9% | $69,884+81.2% | $134,532-5.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.34% | 442.80%-463.1pp | 190.81%-211.2pp | 418.27%-438.6pp |
| Employer contribution / active EE | $2,377 | $3,235-26.5% | $2,560-7.2% | $4,741-49.9% |
| Participant deferral / active EE | $5,476 | $4,770+14.8% | $3,848+42.3% | $6,401-14.4% |
| Admin fee / account holder | $8 | $10,441-99.9% | $6,266-99.9% | $11,429-99.9% |