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 | $105,527 | $138,102-23.6% | $125,381-15.8% | $134,532-21.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.01% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $3,071 | $5,245-41.5% | $4,815-36.2% | $4,741-35.2% |
| Participant deferral / active EE | $10,052 | $7,801+28.9% | $7,448+35.0% | $6,401+57.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |