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 | $144,796 | $180,459-19.8% | $154,108-6.0% | $135,380+7.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.28% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $8,071 | $6,035+33.7% | $5,298+52.4% | $4,779+68.9% |
| Participant deferral / active EE | $5,729 | $5,806-1.3% | $5,081+12.8% | $5,609+2.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |