Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $70,755 | $138,076-48.8% | $123,553-42.7% | $135,380-47.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.56% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,086 | $5,152-78.9% | $4,628-76.5% | $4,779-77.3% |
| Participant deferral / active EE | $5,547 | $6,800-18.4% | $6,426-13.7% | $5,609-1.1% |
| Admin fee / account holder | $100 | $10,917-99.1% | $9,284-98.9% | $10,828-99.1% |