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 | $173,640 | $138,102+25.7% | $125,381+38.5% | $134,532+29.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.46% | 750.73%-766.2pp | 572.31%-587.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $8,005 | $5,245+52.6% | $4,815+66.3% | $4,741+68.9% |
| Participant deferral / active EE | $9,371 | $7,801+20.1% | $7,448+25.8% | $6,401+46.4% |
| Admin fee / account holder | $3 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |