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 | $107,236 | $97,732+9.7% | $83,831+27.9% | $135,380-20.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.07% | 1287.56%-1295.6pp | 850.99%-859.1pp | 519.81%-527.9pp |
| Employer contribution / active EE | $9,441 | $4,222+123.6% | $3,631+160.0% | $4,779+97.6% |
| Participant deferral / active EE | $6,644 | $4,683+41.9% | $4,082+62.8% | $5,609+18.4% |
| Admin fee / account holder | $141 | $6,675-97.9% | $5,479-97.4% | $10,828-98.7% |