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 | $107,939 | $97,732+10.4% | $83,831+28.8% | $135,380-20.3% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -2.25% | 1287.56%-1289.8pp | 850.99%-853.2pp | 519.81%-522.1pp |
| Employer contribution / active EE | $3,112 | $4,222-26.3% | $3,631-14.3% | $4,779-34.9% |
| Participant deferral / active EE | $8,236 | $4,683+75.9% | $4,082+101.8% | $5,609+46.8% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |