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 | $144,938 | $138,075+5.0% | $123,552+17.3% | $135,379+7.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.05% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.8pp |
| Employer contribution / active EE | $10,704 | $5,152+107.8% | $4,628+131.3% | $4,779+124.0% |
| Participant deferral / active EE | $13,078 | $6,800+92.3% | $6,426+103.5% | $5,609+133.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |