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 | $119,861 | $97,732+22.6% | $83,831+43.0% | $135,380-11.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.29% | 1287.56%-1289.8pp | 850.99%-853.3pp | 519.81%-522.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,602 | $4,683+190.5% | $4,082+233.2% | $5,609+142.5% |
| Admin fee / account holder | $32 | $6,675-99.5% | $5,479-99.4% | $10,828-99.7% |