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 | $172,677 | $180,466-4.3% | $154,114+12.0% | $135,382+27.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.25% | 888.15%-892.4pp | 735.16%-739.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $3,203 | $6,035-46.9% | $5,298-39.5% | $4,779-33.0% |
| Participant deferral / active EE | $5,481 | $5,806-5.6% | $5,081+7.9% | $5,609-2.3% |
| Admin fee / account holder | $44 | $16,144-99.7% | $13,411-99.7% | $10,829-99.6% |