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 | $61,534 | $90,606-32.1% | $79,466-22.6% | $135,379-54.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.72% | 977.69%-982.4pp | 718.28%-723.0pp | 519.79%-524.5pp |
| Employer contribution / active EE | $6,927 | $3,068+125.8% | $2,800+147.4% | $4,779+44.9% |
| Participant deferral / active EE | $15,558 | $4,050+284.1% | $3,704+320.0% | $5,609+177.4% |
| Admin fee / account holder | $245 | $5,895-95.9% | $5,104-95.2% | $10,828-97.7% |