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 | $38,213 | $138,102-72.3% | $125,381-69.5% | $134,532-71.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.86% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.1pp |
| Employer contribution / active EE | $8,838 | $5,245+68.5% | $4,815+83.5% | $4,741+86.4% |
| Participant deferral / active EE | $6,857 | $7,801-12.1% | $7,448-7.9% | $6,401+7.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |