Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $80,012 | $92,766-13.7% | $82,763-3.3% | $134,545-40.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.96% | 946.97%-966.9pp | 702.45%-722.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $5,000 | $3,273+52.8% | $3,008+66.2% | $4,742+5.5% |
| Participant deferral / active EE | $20,500 | $4,802+326.9% | $4,395+366.4% | $6,401+220.2% |
| Admin fee / account holder | $20 | $5,978-99.7% | $5,325-99.6% | $11,431-99.8% |