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 | $67,412 | $138,102-51.2% | $125,381-46.2% | $134,532-49.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.64% | 750.73%-769.4pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $3,714 | $5,245-29.2% | $4,815-22.9% | $4,741-21.7% |
| Participant deferral / active EE | $9,521 | $7,801+22.1% | $7,448+27.8% | $6,401+48.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |